

Charles Hartman
Wealth Advisor
Leelyn Smith
Switzerland, Geneva, Geneva
About Me
As a senior member of Leelyn Smith, Chuck is a passionate advisor with more than 20 years of experience helping the firm’s clients make the most of their retirement benefits. Chuck is a retirement specialist and a member of the firm’s investment committee. He has worked extensively with AT&T employees to help them maximize the value of their retirement plans.
Profile Information
Wealth Advisor
Leelyn Smith
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Geneva
Geneva
Switzerland
May 15, 2024
Keylinks
More profiles to browse
Drew Grider
President
Brian Dorn
Chief Investment Officer
Kevin Prendergast
Partner and Director of Wealth Management
Chris Crandall
Founding Member and Wealth Advisor
You Might Like
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RD
Russ Degitz
Principal
Huntington University