Chuck Carrick is the partner responsible for DMJ Wealth Advisors, LLC. He brings over 20 years of financial planning experience to the firm. He believes in taking a very disciplined and structured approach to investment planning.
Many of our clients have done all the right things but they don’t have confidence in understanding if their plan will take them through retirement. In addition, they may have many other family planning goals that need to be addressed. Our responsibility is to assist our clients in developing a comprehensive approach to these issues. We want to insure there is greater clarity in understanding where our clients are now and the barriers they might face in the future. The financial plan then drives the investment process.
Chuck is a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC). He also holds Series 7, 63 and 66 securities licenses. He is Life and Health Licensed in North Carolina. He graduated with honors from Guilford College in Greensboro North Carolina. Chuck is married with one child and resides in Greensboro.
Chuck is licensed in AL, CA, CO, DC, FL, GA, MD, NC, NJ, OR, PA, SC, VA and WA.