Charles Wellborn, Private Financial Advisor

SunTrust Investment Services, Inc.

Charles Wellborn Photo
Charles Wellborn, Private Financial Advisor

SunTrust Investment Services, Inc.

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1155 Peachtree Street,

Atlanta, GA 30309

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About

Charles Wellborn is a Private Financial Advisor with SunTrust Private Wealth Management. He offers clients more than 25 years of comprehensive wealth management experience. As part of the Wellborn Group, Charles and his teammates, Private Financial Advisor Debbie Riney Smith and Investment Associate Meredith Geldhauser, bring an approach that brings together specialists in investments, financial planning, credit and estate strategies. He is a native of Atlanta, Georgia and is a graduate of Georgia State University. Charles serves on the board of the 300 Club of Atlanta, L.E.A.D.S. and is a Life Trustee at Pace Academy.

Charles holds himself accountable to recommend strategies with your needs and goals in mind. These strategies are supported not only by deep expertise from a team of specialists, but also highly attentive service and coordination of resources. Charles takes the time to talk to you, get to know you and gain an understanding of the critical aspects of your financial life so that he can assess the interaction of multiple objectives and the far reaching implication they can have on each other.

SunTrust Private Wealth Management is part of SunTrust Bank, with a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, your team of experts and solutions will too, in order to address new challenges and opportunities.

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