About Charles McKinney
Charlie helps advise high net worth families in preparing and executing a proper asset allocation after determining cash flow, growth and risk parameters. He graduated from Southern Methodist University in 1984 and was an entrepreneur prior to starting a career in wealth management. Before joining Morgan Stanley, Charlie worked for Credit Suisse for seven years, Goldman, Sachs & Co. for eight years and UBS Financial Services for five years. In 2001, Charlie founded The Heroes Foundation in order to develop self-confidence, character and ambitious goals for Dallas-area children. Charlie and his wife, Tonya reside in Dallas and have three children.
Securities Agent: NJ, WY, TX, DC, MT, IL, CO, CA, AL, PR, MI, NV, NC, ID, HI, GA, WA, NY, FL, DE, CT, WI, UT, KS, AZ, SC, TN, PA, OK; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2648027