Stuart Gardner

Stuart Gardner is President and Founder of Charlotte Wealth Management, LLC, and has worked extensively in the field of Financial Management since 1983.

Since 1983, he has helped hundreds of people with their financial planning goals. His focus is in the areas of investment, business, education, retirement, and estate planning strategies. His process involves gathering financial information to assess present positions, establish priorities and objectives, develop strategies to provide for current needs and long-term goals and monitor and adjust financial portfolios when necessary.

Stuart holds the designations of Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®), Accredited Asset Management Specialist (AAMS®) and Certified Long Term Care Advisor (CLTC®). He is a member of the Financial Services Institute (FSI) and holds FINRA securities registrations Series 7, 8, 10, 63, with LPL Financial and 65 with Charlotte Wealth Management. In addition to his securities registrations, he holds life, accident, health, long term care and variable life insurance licenses.

He earned a B.S. in Business Administration with a minor in psychology from Fredonia State University.

Stuart and his wife, Gail, have been married since May 1984. They have two children, Christopher and Chad. Stuart is currently a player and coach in the Charlotte Adult Baseball League.

Designations, Certifications & Licenses

• Certified Financial Planner (CFP®)
• Chartered Retirement Planning Counselor (CRPC®)
• Accredited Asset Management Specialist (AAMS®)
• Certified Long Term Care Advisor (CLTC®).
• Member of the Financial Services Institute (FSI)
• FINRA securities registrations Series 7, 8, 10, 63, with LPL Financial and 65 with
  Charlotte Wealth Management
• Life, accident, health, long term care and variable life insurance licenses

Our Services Include:

• Investment Planning
• Insurance Planning
• Estate Planning
• Tax-Efficient Investing
• Risk Management Strategies
• Corporate Retirement Planning
• Education Planning

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Charlotte Wealth Management, a registered investment advisor and separate entity from LPL Financial. The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states: Stuart: CA, FL, GA, IL, IN, MA, MD, ME, MO, MS, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WV.  Jeff: IN, NC, OH, SC.