CC

Charles Chambers

Investment Executive at Infinex Financial Group

Charles Chambers currently serves as Director and Senior Vice President of Wealth Management at Southern Bank and Trust Company and as an Investment Executive at Osaic. With a robust background in financial services, Charles held positions as Vice President at Merrill Lynch Wealth Management from 2020 to 2023 and as Regional Manager and Senior Vice President at BB&T Investments for a decade from 2010 to 2020. Previous roles include Regional Manager and Senior Vice President at Ameriprise Financial and Wells Fargo, as well as Branch Manager and Corporate Vice President at UBS. Charles holds a degree in Economics and Finance from the University of North Carolina at Chapel Hill.

Links

Previous companies

Wells Fargo logo
UBS logo

Org chart