Charles R. Christy

Vice President, Financial Consultant

Charles Christy transitioned to the financial services industry in 2018 following 16 years of working with business owners and employees on their Employer Sponsored Retirement Plans.  Charles works with clients to develop investment strategies as part of their overall financial plan.  Charles believes in working with clients to gain a complete understanding of their near-term and extended financial goals, and to be able to deliver strategies which fit each client’s unique circumstance.   

Charles enjoys assisting the retired and those planning for retirement with investments and risk management to help create a plan to achieve their goals.  Charles also enjoys working with young professionals to build wealth and develop financial plans to address their distinctive short- and long-term objectives.  

In addition to his extensive experience working on Employer Sponsored Retirement plans, Charles is a Certified Plan Fiduciary Advisor (CPFA).  The CPFA designation demonstrates Charles’ expertise to help business owners and plan fiduciaries manage their liabilities, roles and responsibilities for their retirement plans.  Charles’ retirement plan experience also makes him a great resource to educate and serve retirement plan participants.   

Charles graduated from Rhodes College with a degree in Business Administration and concentrations in Finance and Human Resources.   

Charles volunteers time to various local non-profits and is an active member of our community.

Charles is married to Elizabeth Griffith Christy, also a native New Orleanian, and has three children.  When he is not working with and for his clients, Charles enjoys spending time with his family, exercising, and reading.