Wealth Management and Financial Planning Team

Three Inter-Linked Industries in the Financial Sector

The Banking, Insurance, and Investment industries are inter-linked. Charlie Rawl has extensive experience in all three, much of it earned before the Glass-Steagall Act was repealed in 1999.

This multi-industry perspective powers our team with a unique qualification: to complement holistic wealth management and investment services with proactive, tax-optimized retirement income and estate planning that helps protect our clients from taxes and volatile markets, while establishing a legacy, and maximizing lifelong income.

Industry Connections

In service of our clients, Charlie Rawl maintains close connection with leading authorities in the financial industry.

Pictured with Ed Slott at a recent Master Elite IRA Advisor Group Workshop.

Pictured with Roger Ibbotson, PhD, Zebra Capital Management, LLC, who serves as professor emeritus at the Yale School of Management and is an acclaimed thought leader in the investment community.

We use select investment strategies offered by Professor Ibbotson in managing specific portfolios.

Charlie Rawl with Ed Slott at a recent Master Elite IRA Advisor Group Workshop, a two-day event that Master Elite Advisors attend twice per year.

Ed Slott and Company, LLC is not affiliated with Sunbelt Securities.

Charlie Rawl with Roger Ibbotson, PhD, Zebra Capital Management, LLC, at the Lion Street Indaba Conference in 2022.

Roger Ibbotson and Zebra Capital are not affiliated with Sunbelt Securities, Inc.