About Charles P. Eschmann
Charles P. Eschmann is a Senior Vice President, Senior Portfolio Management Director and Financial Advisor with Morgan Stanley in Garden City. Charlie holds the designation of Chartered Retirement Planning Consultant, CRPC® from the College of Financial Planning. He has over 36 years experience helping clients and their families manage all aspects of their financial lives. Charlie works closely with each client to develop a comprehensive investment plan designed to meet their needs and goals. Charlie works hand in hand with each client's attorney and tax advisor. Charlie is also proud to have been named to Forbes Best-In-State Wealth Advisors list in 2019, 2020, 2021, 2022, 2023 and 2024.
Charlie graduated from Villanova University in 1987. He was a Senior Financial Advisor with Merrill Lynch in Garden City for over 26 years before joining Morgan Stanley in 2013.
Charlie and his wife Jean live in Garden City. They have 4 children and are very involved in the community.
2019, 2020, 2021, 2022, 2023, 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019, 2020, 2021, 2022, 2023,2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: MO, AZ, TN, DC, PA, TX, NV, MI, ME, NY, OR, VA, WA, WI, OH, WY, MA, AL, KS, MN, VI, CA, NC, IA, CT, AR, NH, NJ, RI, SC, VT, CO, HI, IL, MD, DE, FL, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 579239