Chuck Carrick joined DMJ Wealth Advisor’s as the Managing Partner in 2001. The goal was to build a firm, which culturally would collaborate with DMJ & Co., PLLC (CPA firm), to provide substantive valuable guidance to assist clients with their lifetime financial decisions. Over that period of time Chuck and the Wealth Advisor’s team have built a process where clients come to gain confidence, solve complex planning issues and evaluate the changing economic landscape in order to keep their vision alive. We use this insight to execute and oversee the appropriate investment strategy.
Chuck is a second generation financial professional. He understands the importance of looking at the big picture but also the impact of working through the details in order to support a positive outcome. Our clients understand that investment performance is important but far from the only benefit when working with DMJ Wealth Advisors. We spend time to help clients evaluate and control the many planning opportunities, which allows them take advantage of current rules and regulations.
He is a graduate of Guilford College and is a Certified Financial Planner™ Professional. He acts as an Investment Advisor Representative of DMJ Wealth Advisors, LLC.
Chuck is licensed in North Carolina
Graduate, Leadership North Carolina, Class X
Member, Greensboro Society of Financial Service Professionals (SFSP)
Member, Financial Planning Association (FPA)
CREDENTIALS AND COMMUNITY
Certified Financial Planner™ (CFP®)
Chartered Financial Consultant (ChFC)
NC Life and Accident Insurance License