Charles Crowley, CFP®, AIF® is a seasoned personal wealth advisor currently serving at BIP Wealth since January 2023. Prior to this role, Charles was a wealth advisor at Veracity Capital from August 2021 to January 2023 and spent over a decade at Atlanta Financial Associates, now known as Mercer Advisors, where responsibilities included wealth manager and associate advisor/financial planner. Charles began the career as a financial planner at Howell Financial Group from May 2008 to July 2010. Charles holds a Bachelor of Science in Family & Consumer Sciences with a focus on Family Financial Planning from The University of Georgia, earned in 2008.
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