Charlie Jones is an Investment Advisor at Schechter providing guidance through the complexities of the financial world. Charlie works with clients throughout the investment lifecycle, finding the right financial solutions that fit their individual needs. He is responsible for investment recommendations, portfolio implementation, and ensuring your investments match your financial needs.
Prior to joining Schechter, Charlie worked at UBS Private Wealth and Bank of America Private Bank, bringing 10 years of experience working with high net worth and ultra-high net worth clients. Charlie is a Chartered Financial Analyst (CFA) charterholder.
Charlie is a Chicago native and graduated from the University of Kansas. Charlie lives in Clawson with his wife and two young children. When not working, Charlie loves to stay active outdoors and spend time with friends and family.