Charlotte Wealth Advisors, LLC

CONNECT

Address:

3530 Toringdon Way Suite 108
Charlotte, NC 28277

Phone:

(704) 849-1001

Fax/Other:

(980) 299-0970

Chad Pannell

Chad Pannell

Financial Advisor

Passionate about preparing individuals retirement, Chad has been helping clients pursue their strategic goals for over 15 years, experiencing both challenging and rewarding market cycles.   Chad earned his bachelor's degree in Finance from Radford University.

Chad is guided by a core set of principles:

  • Acting in the best interest of his clients
  • Providing objective financial advice tailored to each client's needs
  • Maintaining the highest level of ethical and professional standards
He believes this commitment to ethics and professionalism sets him apart and Charlotte Wealth Advisors apart from other financial professionals.

Using a transparent, straightforward approach to planning, Chad begins by listening to discern the client's short and long-term priorities.  He then recommends a customized investment portfolio to address each goal.  Whether the outcome is wealth accumulation, deriving income during retirement or preserving and passing along a legacy, Chad will construct and implement a personalized plan to help work towards the goal.

Chad and his wife have two daughters and love taking family vacations.  He is a fan of college football, the Carolina Panthers and the Boston Red Sox.

Education

Radford University
College of Business and Economics
Bachelor of Science, Finance
Phone (704) 849-1001
Fax (980) 299-0970