Charles Kerwood III, CFP®, ChFC®, AEP®
Charles has been with Waller Financial since 1990. He has served various roles within the firm over the years. His primary responsibilities are focused on client service and business development, predominantly in the Southwest Florida region.
Charles is originally from Nashport, Ohio. He was active in the Ohio Army National Guard before attending The Ohio State University. He is an avid reader. Charlie loves spending his spare time entertaining and hosting friends and family. When Charlie is not entertaining, you can find him on the links. Charlie and his cat Cleo reside in Bonita Springs, Florida.