Charles E. Bradshaw III, CFP^®

Managing Partner

Tel: 804-583-1973

Email: [email protected]

Charles E. Bradshaw

“Relationships and trust are key components when managing wealth. We want to know you well so that we can ultimately align your financial resources to your life goals and values.”

Serving my clients

More than 25 years into my career in financial services, my focus remains steadfast: to enhance each client's financial well-being by guiding them in building, preserving, and transferring wealth. I believe that industry knowledge is paramount to helping high net worth families and individuals articulate their long-term goals, closely followed by unwavering commitment.

In serving clients, I pair my expertise in asset management, investment planning, insurance, and retirement planning with a nuanced understanding of market dynamics. A hallmark of our team’s approach is seamless coordination with clients' accountants and attorneys, ensuring continuity in the execution of their long-term planning.

About me

In addition to spending time with my wife, Clare, and our two children, I enjoy skiing, golf, fishing, and hunting – any opportunity to be active outdoors. I’m a Richmond native and graduate of Collegiate School.

Experience

Wells Fargo Advisors

Managing Director, Investment Officer; predecessor firms since 1997

Wheat First Securities

Trading and Operations

Financial Planning Association

Member

Elk Hill School Board of Trustees

Member, Past Chairman

Certification & Education

Certified Financial Planner™
Registered Representative (FINRA Series 7)
Uniform Securities Agent State Law (Series 63); Investment Adviser Representative (Series 65)
Licensed Insurance Agent with the Commonwealth of Virginia
Bachelor’s Degree in Economics and Business from Randolph-Macon College

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, CA, CO, CT, DC, FL, GA, IL, MA, MD, MO, MS, NC, NJ, NY, PA, SC, TN, TX, VA, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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