Charlie graduated summa cum laude from the University of Florida with a degree in Business Administration. He has many years of experience helping customers choose quality, suitable products/services for their needs and is committed to delivering a high level of customer service. He is a lifetime learner and continues to study different aspects of Financial Planning and obtaining additional designations.
Charlie, a 5th generation native to Lake County, FL, is the son-in-law to Jim Heaton who started our team in 1982. He and his wife, Amy, reside in Lady Lake with their daughter and will celebrate their 20th anniversary in February of 2022. While out of the office, he enjoys traveling, cruising, college football, and all things technology related. He is also an active member of Heritage Community Church in Fruitland Park.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.