Mr. Elliott is the Vice President, Portfolio Manager, and Director of Financial Planning for Financial Management Strategies, Inc. (FMS). Prior to joining our organization, Mr. Elliott was a financial planner with McDonald Investments, where he developed and presented comprehensive personal financial plans for McDonald’s Private Client Group. Before joining McDonald Investments, Mr. Elliott worked for Barrington Financial Advisors, a private investment management and financial planning firm in Houston, TX, where he was responsible for the firm’s investment research, developing asset allocation models for individual portfolios, and monitoring client portfolios.
Charles is a graduate of Case Western Reserve University (B.S.) and has a Masters in Business Administration (MBA) from the University of Houston. Mr. Elliott oversees the financial planning department and coordinates all the financial planning services offered through FMS. In addition, Mr. Elliott is also responsible for the firm’s asset management strategy and investment research that is utilized in managing and monitoring client portfolios, as well as the day to day management of client portfolios.
Charles is a CERTIFIED FINANCIAL PLANNERTM (CFP®) designee and is a Registered Representative (Series 7) through Cetera Advisor Networks LLC, a broker/dealer, and a registered investment adviser. He is also an Investment Adviser Representative of Financial Management Strategies, Inc., a registered investment adviser.