
Simone Charles
I enjoy helping people live in the moment while working on achieving their goals. Whether it be... | New York, New York, United States
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Simone Charles’s Location New York, New York, United States
Simone Charles’s Expertise I enjoy helping people live in the moment while working on achieving their goals. Whether it be through mentoring youth or advising clients, I get personal fulfillment in knowing I helped them make a difference in their today and tomorrow. MY PROFESSIONAL EXPERIENCE: I joined Merrill Lynch in 2007 and I am a Financial Advisor with The Rogenstein Charles Group. I work alongside another Financial Advisor, Fred Rogenstein and a Client Associate Romina Marion. Collectively we have over 70 years of Financial Services experience which helps us deliver an exceptional service to clients. Our primary goal is to provide financial advice and strategies tailored to clients' objectives while providing a concierge level of service. I WELCOME A CONNECTION IF: -You would like to be connected to anyone in my network -You would benefit from working with a team of advisors who can help your organize and prioritize your financial life -You have a passion for football, tennis, golf or general physical fitness and health -You love giving back through mentoring Phone: 212-415-7696 Email: [email protected]
Simone Charles’s Current Industry Merrill Lynch Wealth Management, Bank of America Corporation
Simone
Charles’s Prior Industry
Merrill Lynch Wealth Management, Bank of America Corporation
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Merrill Lynch Wealth Management, Bank of America Corporation
Financial Advisor
Mon Oct 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Present