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Charlie
Adams is a Vice President with Woodforest Financial Services, Inc.
and a Raymond James Financial Advisor. During his 20 years of
investment experience, he has earned his Series 4 Options license
and Series 24 Securities Registered Principals license as well as
his completion of the financial planner series with Raymond James
Institute of Finance.
A
native Texan, Charlie has lived in the Houston area for over 25
years, graduating from the University of Houston in 1976, with a
bachelor's degree in Marketing. He and his wife, Ginger, have three
children and two grandchildren. Charlie and his family are very
involved in their community through their church and the local Boy
Scouts of America Association.
Charlie understands the importance of planning for his clients'
financial future. By reviewing his clients' situations, taking into
account their income, assets, liabilities, risk tolerance and
investment time horizon, he is able to evaluate and determine an investment strategy designed to meet his clients' financial
needs. He offers his clients personal attention and long-term
guidance through all market conditions.
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