Charlie Townshend is part of a wealth management team at Morgan Stanley that takes a holistic approach in working with high net-worth individuals, specifically private business owners, lawyers, lobbyists, and their families. His team, The Caron Group, advises on anything and everything financial, from a monetization event within your business to planning for retirement. As part of Morgan Stanley’s exclusive Private Wealth Management division, The Caron Group takes full advantage of the firm’s top resources to develop customized investment solutions that allow each client the potential to meet their financial goals.
The team believes wholeheartedly in the importance of comprehensive planning. Our suite of solutions goes far beyond investment management to include retirement and education planning, estate and trust services, access to unique alternative investment offerings, and more – the goal is to act as a financial resource wherever needed.
Charlie graduated from the University of Virginia in 2013, where he majored in Economics and US History. He is a native of Arlington, VA and a proud alumnus of St. Albans School in Washington.
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