<ul><li>Chuck Roberts is an experienced wealth manager and investment executive.</li><li>He focuses on understanding his client's unique needs and tailoring financial strategies to their objectives and risk tolerance.</li><li>Chuck Roberts has a long career in the financial services industry, with positions at Lehman Brothers, Smith Barney, and currently Stifel as managing director of investments.</li><li>He is known for his client-first philosophy and commitment to integrity, dedication, honesty, and ethical conduct.</li></ul>

Chuck Roberts – Experienced Wealth Manager and Investment Executive

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