“Financial freedom isn’t about how much you earn, but how wisely you manage what you keep. The ability to navigate choices and their consequences with clarity and intention is the key to unlocking true peace of mind.“
Charles Heurtevin
Senior Wealth Advisor
Wilmington
As a Senior Wealth Advisor in the Wilmington, North Carolina office, Charles helps individuals and families develop tailored strategies that align with their financial goals.
With experience advising high-net-worth clients across the U.S. and Europe, Charles brings a well-rounded perspective to financial planning and investment management. He holds a double master’s degree in Corporate Finance from EDC Paris Business School and Financial Instruments and Markets from CY Cergy Paris University.
Outside of work, Charles enjoys cooking and traveling. As an outdoor lover, you can find him walking on the beaches of coastal North Carolina with his wife, Alexandria, or hiking in state parks.