CoverProfile

Charles Thompson

Senior Wealth Advisor

Wellington Shields & Co LLC

United States, Florida, Sarasota

About Me

As a Senior Wealth Advisor with many years of investment experience, I have helped my clients to achieve their goal for growth and income with moderate risk. To accomplish this, I look for well-established companies with proven track records. I utilize numerous resources, which include some of Wall Street’s most highly regarded analysts, plus I do extensive macro and industry research to identify meaningful shifts in trends.

Profile Information

Senior Wealth Advisor

Wellington Shields & Co LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Sarasota

Florida

United States

May 16, 2024

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