As a financial advisor representing The Caron Group, Charlie Townshend works with high net worth individuals, specifically private business owners, lawyers, and their families. He believes wholeheartedly in comprehensive financial planning, and, as part of Morgan Stanley's exclusive Private Wealth Management division, leverages the top resources of the Firm to develop customized investment solutions.
Charlie's ultimate goal in working with his clients is to be thought of and relied upon as a trusted financial council. He fully understands that each family and business he chooses to work with represents a unique set of circumstances. As a result, he acts within their best interests to allow each client the potential to meet their financial goals.
Charlie was born and raised in Arlington, VA. He graduated from St. Albans School in Washington, DC, then the University of Virginia, where he earned degrees in Economics and History.
Securities Agent: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV, WY; General Securities Representative; Investment Advisor Representative