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Charles Guy
Charles Guy
Senior Financial Advisor - Private Client Group | Personal Capital
Denver, Colorado, United States
Charles Guy
Summary
Charles Guy is a seasoned financial advisor based in Denver, Colorado, with extensive experience in the financial services sector. He currently serves as a Senior Financial Advisor for Empower Personal Wealth, leveraging his FINRA Series 7 and 66 licenses to provide exceptional service to private clients. Over his career, Charles has held various leadership roles at notable firms such as Personal Capital and Morgan Stanley, where he consistently drove sales and enhanced client relationships. His educational background includes an MBA from the University of Denver, which complements his practical experience in finance and investment. Charles is recognized for his strong business acumen, having contributed to significant growth in previous organizations. Outside of work, he is passionate about emerging financial technologies that aim to democratize investment advice. He is known for his commitment to client success and has a track record of building strong teams and fostering high retention rates.
Charles Guy
Work Experience
Senior Financial Advisor - Private Client Group at
Empower Annuity Insurance Company of America
February 2023 - Present
Vice President - Financial Advisor at
Personal Capital
February 2018 - Present
Investment Consultant at
Charles Schwab
February 2017 - August 2017
Financial Service Professional - Active Trader Services at
Charles Schwab
January 2014 - February 2017
Director- Regional Specialist at
UBS Group AG
January 2010 - January 2012
Vice President at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
May 2009 - October 2010
District Vice President at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
February 2004 - May 2009
Vice President / Area & Branch Manager at
Bank of America Corporation
January 2003 - January 2004
VP - Branch Manager at
MERCANTILE BANK
January 2002 - January 2003
Vice President at
Merrill Lynch/Wfc/L. Inc.
January 1995 - January 2001
Charles Guy
Education
University of Denver - Daniels College of Business, Master Of Business Administration (Mba)
January 2013 - January 2014
University of North Florida - College of Business Administration, Bachelor Of Business Administration (Bba)
January 1990 - January 1992
Florida Community College, Aa
Frequently Asked Questions about Charles Guy
What is Charles Guy email address?
Charles Guy's primary email address is ****@personalcapital.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Charles Guy work for?
Charles Guy is a Senior Financial Advisor - Private Client Group at Personal Capital, a company specializing in Functions related to depository banking.
Where Charles Guy graduated from?
Charles Guy holds a degree in Executive Mba Program - Cohort 61 from University of Denver - Daniels College of Business.
How can I directly contact Charles Guy?
To contact Charles Guy directly, you can use the email address ****@personalcapital.com. Complete contact information is available upon registration with Muraena.
Who is Charles Guy?
Charles Guy is a seasoned financial advisor based in Denver, Colorado, with extensive experience in the financial services sector. He currently serves as a Senior Financial Advisor for Empower Personal Wealth, leveraging his FINRA Series 7 and 66 licenses to provide exceptional service to private clients. Over his career, Charles has held various leadership roles at notable firms such as Personal Capital and Morgan Stanley, where he consistently drove sales and enhanced client relationships. His educational background includes an MBA from the University of Denver, which complements his practical experience in finance and investment. Charles is recognized for his strong business acumen, having contributed to significant growth in previous organizations. Outside of work, he is passionate about emerging financial technologies that aim to democratize investment advice. He is known for his commitment to client success and has a track record of building strong teams and fostering high retention rates.
Charles`s contact details
****@personalcapital.com
***********@empower.com
***********@gwrs.com
Colleagues
Vice President - Financial Advisor
Associate Vice President Team Lead
Financial Advisor - Sales Advisor - Investment Services
Associate Vice President
Vice President - Financial Advisor
Vice President
Vice President
Vice President - Financial Advisor
Vice President-Financial Advisor
Financial Advisor