Charles E. Weinrich, CFP®, CDFA®
Senior Vice President,
Financial Advisor,
Portfolio Management Director
Direct:
(239) 449-7874(239) 449-7874
Toll-Free:
(800) 237-8686(800) 237-8686
My Story and Services
As a founder of The Wellington Group at Morgan Stanley in Naples, Florida, I have spent nearly three decades building a financial planning-based wealth management practice focused on supporting clients' financial goals and long-term planning needs. My work centers on comprehensive wealth management, personalized financial planning, and investment portfolio management for families, business owners, and high-net-worth individuals.
Within our team, I focus on designing, constructing, and monitoring multi-strategy global investment portfolios, with an emphasis on disciplined process, benchmark awareness and risk management. Where appropriate, we consider portfolio characteristics such as market sensitivity and volatility in the context of a client's goals and risk tolerance. I’m also committed to helping clients support philanthropic and impact-oriented priorities over the long term.
Throughout my career, I’ve worked with successful individuals and families across different stages of financial complexity. Whether clients are building wealth, expanding a business, preparing for a liquidity event, exiting a company, transitioning into retirement or planning for future generations, I help them evaluate options and navigate decisions with a clear, goals-based approach.
Throughout my career, I have worked closely with highly successful families who share my commitment to helping others and improving the communities around them. This experience has given me a deep understanding of the challenges and opportunities that often accompany different stages of financial success. Whether clients are growing their wealth, expanding a business, preparing for a liquidity event, selling or exiting a company, transitioning into retirement, or planning for future generations, I help them navigate each stage with clarity and purpose.
My approach combines financial planning, wealth management, portfolio construction, institutional investment experience, and an understanding of human psychology. I believe every financial decision should be viewed within the broader context of a client’s personal life, family goals, business interests, philanthropic priorities, and long-term legacy. By taking this comprehensive approach, I help clients make informed and confident decisions that may increase the probability of achieving lasting financial success and peace of mind.
I began my career as an investment banker on Wall Street in 1996 before transitioning into advisory work with some of the largest financial institutions in the world. My background includes experience across individual advisory services, corporate finance, institutional investment strategy, portfolio management, and comprehensive wealth planning. This range of financial industry experience allows me to bring a broad, strategic perspective to the clients and families I serve.
I have lived in Naples, Florida, with my family for more than 17 years and remain deeply involved in the local community. I support a number of charitable organizations and serve on the Board of Directors for the Boys and Girls Club of Collier County, the Juvenile Diabetes Research Foundation, and The Parkinson’s Association of Southwest Florida. I am also involved with the Clinical Operations Committee for the David Lawrence Center, the Naples Committee for the Cleveland Ballet, and I am a member of the Estate Planning Council of Naples.
Since October 2021, I have served as Chairman of the Board for the Boys and Girls Club of Collier County. Since 2022, I have served as Vice President of the Board for Breakthrough T1D. I am also honored to have received the Five Star Wealth Manager Award consecutively from 2017 through 2025.
2017-2025 Five Star Wealth Advisor Award
Source: fivestarprofessional.com. Awarded 2017-2025. These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2017 Award - 01/20/2017 - 09/8/2017
2018 Award - 02/20/2018 - 09/19/2018
2019 Award - 02/11/2019 - 09/20/2019
2020 Award - 02/10/2020 - 09/11/2020
2021 Award - 01/18/2021 - 09/3/2021
2022 Award - 2/21/2022 - 8/19/2022
2023 Award - 02/13/2023 - 08/31/2023
2024 Award - 03/5/2024 - 09/9/2024
2025 Award - 03/5/2025 - 09/9/2025
Within our team, I focus on designing, constructing, and monitoring multi-strategy global investment portfolios, with an emphasis on disciplined process, benchmark awareness and risk management. Where appropriate, we consider portfolio characteristics such as market sensitivity and volatility in the context of a client's goals and risk tolerance. I’m also committed to helping clients support philanthropic and impact-oriented priorities over the long term.
Throughout my career, I’ve worked with successful individuals and families across different stages of financial complexity. Whether clients are building wealth, expanding a business, preparing for a liquidity event, exiting a company, transitioning into retirement or planning for future generations, I help them evaluate options and navigate decisions with a clear, goals-based approach.
Throughout my career, I have worked closely with highly successful families who share my commitment to helping others and improving the communities around them. This experience has given me a deep understanding of the challenges and opportunities that often accompany different stages of financial success. Whether clients are growing their wealth, expanding a business, preparing for a liquidity event, selling or exiting a company, transitioning into retirement, or planning for future generations, I help them navigate each stage with clarity and purpose.
My approach combines financial planning, wealth management, portfolio construction, institutional investment experience, and an understanding of human psychology. I believe every financial decision should be viewed within the broader context of a client’s personal life, family goals, business interests, philanthropic priorities, and long-term legacy. By taking this comprehensive approach, I help clients make informed and confident decisions that may increase the probability of achieving lasting financial success and peace of mind.
I began my career as an investment banker on Wall Street in 1996 before transitioning into advisory work with some of the largest financial institutions in the world. My background includes experience across individual advisory services, corporate finance, institutional investment strategy, portfolio management, and comprehensive wealth planning. This range of financial industry experience allows me to bring a broad, strategic perspective to the clients and families I serve.
I have lived in Naples, Florida, with my family for more than 17 years and remain deeply involved in the local community. I support a number of charitable organizations and serve on the Board of Directors for the Boys and Girls Club of Collier County, the Juvenile Diabetes Research Foundation, and The Parkinson’s Association of Southwest Florida. I am also involved with the Clinical Operations Committee for the David Lawrence Center, the Naples Committee for the Cleveland Ballet, and I am a member of the Estate Planning Council of Naples.
Since October 2021, I have served as Chairman of the Board for the Boys and Girls Club of Collier County. Since 2022, I have served as Vice President of the Board for Breakthrough T1D. I am also honored to have received the Five Star Wealth Manager Award consecutively from 2017 through 2025.
2017-2025 Five Star Wealth Advisor Award
Source: fivestarprofessional.com. Awarded 2017-2025. These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2017 Award - 01/20/2017 - 09/8/2017
2018 Award - 02/20/2018 - 09/19/2018
2019 Award - 02/11/2019 - 09/20/2019
2020 Award - 02/10/2020 - 09/11/2020
2021 Award - 01/18/2021 - 09/3/2021
2022 Award - 2/21/2022 - 8/19/2022
2023 Award - 02/13/2023 - 08/31/2023
2024 Award - 03/5/2024 - 09/9/2024
2025 Award - 03/5/2025 - 09/9/2025
Securities Agent: WV, DC, NV, NY, NC, MO, IN, VT, UT, PA, NJ, MA, CT, CO, AR, OR, OK, NH, LA, CA, WY, TN, IL, ID, WA, MD, KS, AZ, WI, NM, MN, KY, VA, TX, MT, MI, GA, FL, SC, OH, ME, DE; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 1581670
CA Insurance License #: 4311462
AR Insurance License #: 4777978
NMLS#: 1581670
CA Insurance License #: 4311462
AR Insurance License #: 4777978
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
8889 Pelican Bay Blvd
Ste 300
Naples, FL 34108
US
Direct:
(239) 449-7874(239) 449-7874
Toll-Free:
(800) 237-8686(800) 237-8686
Wealth Management
Global Investment Office
Portfolio Insights
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Charles E. Weinrich today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
