As a Wealth Manager with Atlanta Financial Associates, Charles’s client-centered focus and constant thirst for knowledge have produced a distinct combination of competence and compassion for the clients he serves. His expertise includes strategies that span the generations. He spends the majority of his time helping pre-retirees accumulate wealth, plan for retirement and their children’s education, and assisting retirees with tailored income strategies.
In addition, he has a special passion for helping the “next” generation of his clients’ children with common issues such as budgeting, cash flow, and debt management strategies. Charles also has an active role on the firm’s investment planning committee, where he works with the managing principals of the firm to construct, monitor, and implement the company’s asset allocation models.
Charles is a CERTIFIED FINANCIAL PLANNER™ professional with Atlanta Financial and has been providing comprehensive wealth management services to high-net-worth individuals and families since 2008. As a registered representative of Commonwealth Financial Network®, Charles holds numerous designations and registrations in addition to his CFP® certification, including his FINRA Series 7 and 66 securities registrations; his life, health, and sickness insurance licenses; and his variable products license.
Charles graduated from the University of Georgia in the fall of 2008, earning a BSFCS in family financial planning. In addition to completing a rigorous financial planning internship while at Georgia, he gained valuable experience during the next two years with Howell Financial Group, where he specialized in investment management, portfolio analysis, and insurance needs analysis.
Around the office, Charles prides himself on bringing a bit of inspiration to his colleagues with his attention to detail, sense of humor, and affinity for colorful bow ties. Outside of the office, Charles most enjoys his time with his growing family; Charles and wife, Erin, welcomed their son, Everett, in July of 2017. The Crowley family currently resides in Roswell, Georgia, and is actively involved in North Point Community Church. When not enjoying the duties of being a new dad, Charles can be found cheering on his beloved Georgia ‘Dawgs, playing golf, or coaching youth baseball and football.
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