“I help anyone who asks!” says Chuck West. West is a resource for you no matter your financial status. He helps Individuals, businesses and institutions reach their full financial potential.
Debt keeps us locked into an endless wheel of struggle. Working backyards sets the stage for your wealth when starting out. Buying life insurance, disability insurance, and 401k first before buying a car, renting an apartment, and getting a credit card builds a strong foundation. Understanding debt management as a starting point to savings and wealth creation will put you on the right track to future success.
The constant flow of financial information is in a constant state of flux. Staying ahead of the trends is very important in the finance business.
Chuck West says that experience, intellectual capital, and his dedicated personal service will help you meet your life goals
He sees retirement planning as a means more than providing his clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. Chuck’s consultative process begins with an in-depth discussion of your current finances and future objectives. He’ll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come. working closely with you to guide your wealth and investments through the most challenging market cycles. Creating customized financial strategies for the challenges that today’s families face.
Chuck West is a Financial Advisor with Morgan Stanley Wealth Management. He is a 27 veteran of the banking and investment industry. He has held positions at fortune 500 firms such as Citibank, Charles Schwab & Co. and Sun Trust Bank. He has vast experience as an advisor on Alternative Investments such as private equity, private debt and real estate investment trusts.
He leads the West Group at Morgan Stanley where they focus on 3 areas, asset management and financial planning for individuals and families, financing for small business including private equity and private debt, and endowment management for foundations, schools and universities.
He is a former member of the US Marine Corps. Reserves. He was appointed to the Tennessee State University Foundation Board of Trustees in 2014, where he is responsible for the prudent management of its endowment fund. He is a former board member of the Broward College Foundation in Fort Lauderdale, FL where he served in a similar capacity. He is a founding board member of the Central Charter School in Lauderdale Lakes, FL where he has served for 20 years. He is also a Life Member of the Delray Beach Community Land Trust.
Mr. West is a longtime advocate of educating children. Coming from a long line of educators, he has dedicated much of his spare time to helping young people develop into productive citizens that make positive contributions to our society.
He holds degrees from Tennessee State University in Nashville, TN and Barry University in Miami Shores, FL, in addition to the many classes, seminars and workshops related to investing.
He has lectured at conferences and hosted workshops on money management for investors in retirement and for those planning for their retirement. Mr. West lives in Delray Beach, FL with his wife Jeaneen and their two sons, Charles and Nicolas.