Our professional team of financial consultants at Sharonview in SC and NC takes time to understand you and your personal needs, allowing us to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we are able to help you anticipate and plan for the future.
Dwayne has been a Chartered Retirement Planning Counselor (CRPC) since 2007.
The CRPC program is developed with a focus on client-centered problem solving. Applicants gain in-depth knowledge of individuals' needs both before and after retirement. The study program to become a CRPC covers the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, retirement cash flow, asset management, estate planning and more.
Dwayne's education and qualifications include:
- Chartered Retirement Planning Counselor (CRPC)
- Series 7, 63 and 65 registrations held with LPL Financial
- North Carolina Life Insurance/Variable Life/Variable Annuity
- North Carolina Long Term Care Insurance Licensed
- Member of Financial Services Institute
- Bachelor of Arts in Mathematics, minor in Business, at Southern Wesleyan University, SC
Dwayne lives in Charlotte, NC, serving members of the Charlotte, Salisbury and surrounding areas.
To schedule an appointment with Dwayne, email him using this form or call 704.973.2626.
Chuck’s education and qualifications include:
- Accredited Asset Management Specialist ( AAMS)
- Series 7, 24, 63, 65 registrations held through LPL Financial
- Licensed to offer Life Insurance/Variable Life and Fixed/Variable Annuities
- Member of Financial Services Institute
He has dedicated himself to thoroughly understanding the priorities of his clients, providing them with personalized attention and disciplined, customized investment strategies to pursue their goals.
In his free time Chuck enjoys spending time with his family, golfing, road biking and working on small engines.
To schedule an appointment with Chuck, email him using this form or call 864.967.8509.
Check the background of this firm on FINRA's BrokerCheck
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Sharonview Federal Credit Union and Sharonview Financial Services are not registered broker-dealers and are not affiliated with LPL Financial. Tracking # 1-569215
† CRPC© is a registered service mark of the College for Financial Planning®. * Representatives are not tax advisors. For information regarding your specific tax situation, please consult a tax professional.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CO, FL, GA, ID, IL, MD, NC, NJ, NY, PA, SC, SD, TX.
- Not NCUA Insured
- No Credit Union Guarantee
- May Lose Value