Charles Bailey

Senior Vice President / Private Wealth Advisor

Charles Bailey, Jr. serves as the Senior Vice President and Private Wealth Advisor at Americana Partners since February 2023, where the focus is on assisting families and individuals in managing significant wealth. Previously, Charles held the position of Financial Advisor with The Fidelis Wealth Management Group at Morgan Stanley from July 2014 to February 2023 and worked as a Financial Advisor at Edward Jones from May 2010 to July 2014. Charles began a career in finance as a Personal Banker at Citigroup from February 2009 to April 2010. Charles holds a Bachelor of Business Administration degree from McMurry University, earned between August 2004 and December 2008.

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