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

Profile Photo
Timothy Crandall
Wealth Advisor
Profile Photo
Kevin Prendergast
Partner and Director of Wealth Management
JB
Jean Baert
Wealth Advisor
Profile Photo
Chris Crandall
Founding Member and Wealth Advisor

You Might Like

BW
Bill Wood
Managing Member, Principal
Nova R Wealth
PM
Prtima MISHRA1
Software Engineer
PA TEST
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BH
Bob Helmer
President Emeritus
Baldwin Wallace University