Charles Williams

Charles Williams

Trust Portfolio Advisor

550 E McBee Avenue
Greenville, SC 29601
Phone: 864.315.1042
Fax: 855.504.0265
Email

Charles Williams is a trust portfolio manager serving clients at Pinnacle’s McBee Avenue office in Greenville, SC.

Charles has been building and managing investment portfolios since 1995. He emphasizes financial planning in helping individuals, families and institutions define their goals through thoughtful collaboration, planning and execution. Before coming to Pinnacle, he served as a senior portfolio manager at South State Bank and Wachovia Wealth Management. 

Charles earned his bachelor’s degree in political science from the University of North Carolina at Asheville. He has also earned the Certified Trust and Fiduciary Advisor (CTFA) designation and is a CERTIFIED FINANCIAL PLANNER (CFP)™ professional. He is very active in his community, including Scouts BSA, volunteer work for Meals on Wheels of Greenville and The Asheville School.