Charley E. has extensive experience in financial services, having held multiple roles at prominent firms such as Morgan Stanley, Merrill Lynch, and UBS Wealth Management. They began their career as a Financial Advisor Associate at UBS in 2008 and progressed to various leadership positions at Morgan Stanley, including Senior Vice President and Vice President. Charley served as First Vice President and Senior Financial Advisor at Merrill Lynch from 2018 to 2024. They earned a Bachelor of Science in Marketing and a Master of Science in Management Science from Lehigh University.
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