About Charles A. Williams, CFP®, CTFA®

Charles is a Portfolio Manager for South State Wealth focused on developing investment strategy and constructing investment portfolios
to meet client objectives.

Charles has been a financial advisor and portfolio manager since 1995, and has experience with a regional brokerage firm, a large regional bank
as well as a boutique investment firm. He joined South State Bank in 2009.

Charles is a 1993 graduate of the University of North Carolina at Asheville with a degree in Political Science.

He is active with The Asheville School, having served on the school’s Endowment committee as well as on the Board of Trustees. He is the former Board Chair for Meals on Wheels of Greenville County.

Charles lives in Greenville with his wife, Lisa, and their three school-age children. He enjoys cycling in his free time.