Charlotte Wealth Management, LLC

CONNECT

Address:

10715 Sikes Place, Suite 100
Charlotte, NC 28277

Phone:

Office: 704-849-1001 , Toll Free: 877-849-7070

Fax/Other:

704-849-7878

Stuart Gardner, Jr., CFP®

Stuart Gardner, Jr., CFP®

President

Stuart Gardner is President and Founder of Charlotte Wealth Management, LLC, and has worked extensively in the field of Financial Management since 1983.

Since 1983, Stuart has helped hundreds of people with their financial planning goals. His focus is in the areas of investment, business, education, retirement, and estate planning. His process involves gathering financial information to assess present positions, establish priorities and objectives, develop strategies to provide for current needs and long-term goals and monitor and adjust financial portfolios when necessary.

Stuart is a Certified Financial Planner (CFP®), a Chartered Retirement Planning Counselor (CRPC) and Accredited Asset Management Specialist (AAMS). He is a member of the Financial Services Institute (FSI) and holds FINRA securities registrations Series 7, 8, 63, and 65 through LPL Financial. In addition to his securities registrations, he holds life, accident, health, long term care and variable life insurance licenses.

He earned a B.S. in Business Administration with a minor in psychology from Fredonia State University.

Stuart and his wife, Gail, have been married since May 1984. They have two children, Christopher and Chad. Stuart currently plays baseball in the summer and ice hockey in the winter.

Phone 704-849-1001
Fax 704-849-7878