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Charles Guy

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Charles Guy

Senior Financial Advisor - Private Client Group | Personal Capital

Denver, Colorado, United States

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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.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Charles Guy

Work Experience

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Senior Financial Advisor - Private Client Group at

Empower Annuity Insurance Company of America

February 2023 - Present

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Vice President - Financial Advisor at

Personal Capital

February 2018 - Present

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Investment Consultant at

Charles Schwab

February 2017 - August 2017

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Financial Service Professional - Active Trader Services at

Charles Schwab

January 2014 - February 2017

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Director- Regional Specialist at

UBS Group AG

January 2010 - January 2012

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Vice President at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

May 2009 - October 2010

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District Vice President at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

February 2004 - May 2009

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Vice President / Area & Branch Manager at

Bank of America Corporation

January 2003 - January 2004

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VP - Branch Manager at

MERCANTILE BANK

January 2002 - January 2003

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Vice President at

Merrill Lynch/Wfc/L. Inc.

January 1995 - January 2001

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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

mail

****@personalcapital.com

***********@empower.com

***********@gwrs.com

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