CoverProfile

Charles Simmons

Founder/Senior Financial Advisor

TruWealth Advisors LLC

United States, Louisiana, Metairie

About Me

Charles “Chuck” Simmons started in the financial services industry in 1991 immediately after graduating from Tulane University. He has received national recognition from notable organizations such as Barron’s Magazine, Financial Times, Forbes and others; ranking as one of the top independent advisors both nationally and in the state of Louisiana. He specializes in financial planning, charitable giving, and estate planning strategies. Chuck is passionate about fishing for specks and reds, motorcycles for every occasion, and oysters prepared every way. Along with his wife Christy, son Ethan, and daughter Merrin, the Simmons family enjoys spending time on Lake Ramsey. Those who meet Chuck, q

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Profile Information

Founder/Senior Financial Advisor

TruWealth Advisors LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Metairie

Louisiana

United States

Feb 19, 2025

Work Experience

TruWealth Advisors, LLC

Founder/Senior Financial Advisor
Jul 2020 - Present
Email: charles.simmons@twadvisor.com

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