About Charles Dennis
Charles B. Dennis is a Financial Advisor with the Dennis Group in their Penn Plaza Office. He plays an integral role in the group’s financial planning efforts as well as overall relationship management for the team's clients. Additionally, Charles is instrumental in working with the participants of the team's corporate retirement plan clients to help guide them to a comfortable retirement. Other areas of focus include risk management, financial goal analysis, market research and investing.
Charles began his financial services career with Northwestern Mutual, a highly rated national insurance company. During his tenure there he worked as a financial representative, building his own clientele and helping families/small businesses achieve their financial goals. With a desire to provide an even greater comprehensive experience for clients, he joined Morgan Stanley and The Dennis Group as a Financial Advisor in 2015. He is Series 7 & 66 licensed and in addition maintains his life, health and long term care insurance licenses.
Charles is a graduate of DeSales University in Center Valley, PA. He was recruited to play baseball which he excelled in as a starting member of the team all 4 years. He enjoys playing sports, traveling, committing himself to various charities, and spending time with his family and friends.
Securities Agent: FL, NE, IL, NC, IA, TN, MI, DE, CT, CO, NM, RI, HI, GA, VA, TX, NY, NJ, CA, AL, OH, MA, AZ, UT, PA, VT, SC, MD, LA, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 2063993