Securities registrations: Series 7, 24, 51, 63, 65
Insurance License: Life, Health & Variable
The summer of 1964 saw Charlie's college graduation and marriage. In 1966 Uncle Sam came calling.
Charlie served as a U.S. Army Infantry Officer in Viet Nam in 1967 and 1968. The opportunity and responsibility to lead men in combat was a defining period in his life. During his time in Viet Nam, he was decorated for valor twice and wounded twice.
Upon his return to civilian life, he embarked on his career in financial services in January of 1969.
One of Charlie's joys is helping clients explore their dreams and legacy. It was from these exercises that he and Taylor & Padgett created their motto: Wealth and Legacy strategies.
It has been Charlie's privilege to give back to his community by serving on numerous boards, including Southwestern College, Prescott College and Adult Care Services. At Taylor & Padgett, one of our passions is charitable giving; putting action to vision. Charlie served 15 years as the chair of a charitable foundation.
Charlie and his wife, Diana, delight in living on their "farm" in Skull Valley. Activities Charlie enjoys are hunting, fishing, travel and gardening.