Charles Wellborn
Financial Consultant, Truist Investment Services, Inc., Truist Wealth at Truist Wealth | Atlanta, Georgia, United States
Charles Wellborn’s Email & Phone Number
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Financial Consultant, Truist Investment Services, Inc., Truist Wealth at Truist Wealth in July 2023 - Present
Registered Brokerage CSA I at Truist Investment Service, Inc. at Truist Wealth in February 2021 - July 2023
Client Service Associate at SunTrust Investment Services, Inc. in August 2020 - February 2021
Inside Sales Agent at Dart Retail, LLC in September 2019 - August 2020
Recruiter at IDR, Inc. in May 2018 - May 2019
Internship at CIBC Atlantic Trust Private Wealth Management in May 2017 - July 2017
Ambassador for 2016 University of Alabama Baseball Team at Crimson Tide Hospitality in February 2016 - June 2016
Marketing and Social Media Intern at Meehans Public House in May 2015 - August 2015
Commercial Real Estate Intern at The Armstrong Group in June 2014 - July 2014
University of Alabama, Culverhouse School of Commerce
University of New Orleans, International Study Abroad Program
Woodward Academy, Atlanta Ga.
Building wealth. Protecting assets. Generating income in retirement. We’re here to guide you as you seek a more secure financial future. Turning your unique needs, wants and wishes into a plan you can be confident in takes insight, expertise, and passion. With Truist Wealth, you’ll collaborate closely with an advisor to prioritize your goals before translating them into tangible strategies and solutions. No matter where you are on your wealth journey, we’ll be right by your side, ready to evolve with you, inspire you with innovative ideas and help you fulfill your greatest potential. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and TIS may only conduct business in states and jurisdictions where registered. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure
Discover more about Truist Wealth
Financial Advisor at Truist Investment Services Inc., Truist Wealth
Financial Advisor at Truist Investment Services Inc. at Truist Wealth
(March 2023 – Present)
Managing Director and Senior Wealth Advisor at Truist Wealth
Executive Director | Private Banker at J.P. Morgan
(September 2026 – September 2026)
Investment Advisory Group Associate, Truist Advisory Services, Inc., Truist Wealth
Young Professionals Board - Board Member at HOPE Atlanta
(February 2019 – Present)
Registered Client Service Associate at Truist Investment Services, Inc., Truist Wealth
Registered Client Service Associate at LifePlan Group
(November 2023 – Present)
SVP, Wealth Business Advisor, Truist Investment Services, Inc,, Truist Advisory Services, Inc., Truist Wealth
SVP, Wealth Business Advisor at Truist Wealth
(October 2022 – Present)
Head of Specialty Wealth & Banking Solutions, Executive Vice President
Executive Vice President Truist Wealth - Head of Sports and Entertainment and Legal Specialty Groups at Truist Wealth
(January 2013 – Present)
What is Charles Wellborn email address?
Email Charles Wellborn at [email protected], [email protected] and [email protected]. This email is the most updated Charles Wellborn's email found in 2026.
What is Charles Wellborn phone number?
Charles Wellborn phone number is 404-805-4403 and 2132785879.
How to contact Charles Wellborn?
To contact Charles Wellborn send an email to [email protected], [email protected] or [email protected]. If you want to call Charles Wellborn try calling on 404-805-4403 and 2132785879.
What company does Charles Wellborn work for?
Charles Wellborn works for Truist Wealth.
What is Charles Wellborn's role at Truist Wealth?
Charles Wellborn is Financial Consultant, Truist Investment Services, Inc., Truist Wealth
What industry does Charles Wellborn work in?
Charles Wellborn works in the Financial Services industry.
