Charles serves as Senior Vice President of The Legacy Group for Morgan Stanley Smith Barney LLC. In his current role, he is responsible for financial and legacy planning for their clients. Charles has received industry designations including Certified Financial Planner and Chartered Retirement Planning Counselor. Additionally, he has received internal designations within Morgan Stanley of Family Wealth Director as well as Senior Portfolio Manager. Charles has served on the board of the Boca Raton Historical Society, as well as chairperson for the Young Friends of the Kravis Center. Charles earned a B.S.B.A. in Finance from the University of Florida.