Charlie Weidenbach is an Associate Wealth Advisor in Chicago working with clients to develop personalized wealth management strategies across investments, retirement, estate, and tax planning. He collaborates with senior advisors to deliver tailored solutions and exceptional service, helping clients achieve their financial goals. He is also actively involved in several firmwide programs aimed at enhancing the wealth management capabilities and client experience.
Previously, Charlie was a Senior Consultant in EY’s Financial Services Organization (FSO) where he led risk management and strategic initiatives for global banks and broker-dealers. He earned his Bachelor of Science in Business Administration from the University of Dayton.
