CoverProfile

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

More profiles to browse

JB
Jean Baert
Wealth Advisor
Profile Photo
Kevin Prendergast
Director of Wealth Management
Profile Photo
Kevin Prendergast
Partner and Director of Wealth Management
Profile Photo
Ryan Kahlenberg
Wealth Advisor

You Might Like

DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners