Charles O'Kelley
Certified Financial Planner (TM) Practitioner at Summit Brokerage Services, Inc.
📍 Tampa, Florida, United States
Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.
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Experience
8 Years
Current Role
Certified Financial Planner (TM) Practitioner
Location
Tampa, Florida, United States
Personality Overview
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Priorities
Topics Charles cares about
Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Career
Work history
10-1972
Certified Financial Planner (TM) Practitioner
Summit Brokerage Services, Inc.
10-1976 - 10-1980
Account Executive
Merrill Lynch
10-1972 - 10-1976
Branch Manage, AVP
Wachovia Bank
In the press
Media appearances
Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1967 - 1971
Bachelor of Arts (B.A.)
University of North Carolina at Chapel Hill
Social presence
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