Meet Our Team
Charles W. Rawl
President
Charlie Rawl is keenly focused on helping his clients work toward their retirement dreams through a comprehensive financial strategy. He has distinguished himself throughout his career as a troubleshooter and problem-solver, designing and implementing creative solutions to often-complex challenges.
Charlie consistently delivers personalized service while placing the ultimate value on ethics, integrity and trust.
He has three decades of experience in financial services, encompassing the commercial banking, insurance and investment industries. This diverse experience gives him a unique and invaluable perspective to help him conduct detailed analyses and create state-of-the-art wealth management and retirement income solutions for his clients. Mr. Rawl holds FINRA Series 7, 65, 63 and 31 licenses.
Zach Rawl
Investment Advisor Representative / Risk Management Analyst
Zach Rawl is a Registered Representative, Investment Advisor Representative and Risk Management Analyst for Charles W. Rawl & Associates. He graduated from The Bauer College of Business at the University of Houston with a major in marketing and a minor in risk management and insurance.
Zach previously served as sales associate and later as a regional wholesaler with a life insurance company headquartered in Austin. He has earned the Chartered Life Underwriter® (CLU®) designation and Certification for Long-Term Care™ (CLTC®) and is a member of NAIFA, the National Association of Insurance and Financial Advisors. Zach is a Registered Representative of Sunbelt Securities, Inc. holds FINRA Series 6, 65 and 63 licenses, and is insurance licensed in Texas.
Zach enjoys golf, chess and music, and he looks forward to traveling the world.
Terri McBride
Registered Representative / Director of Client Relations
Terri McBride is a Registered Representative and the Director of Client Relations for Charles W. Rawl and Associates. Terri started her brokerage career over 30 years ago. Her broad industry background included positions in operations, client services, compliance and the trading department. She has served as a registered representative, compliance officer and principal of multiple firms. She combines her experience with a strong dedication to serving clients. Terri holds FINRA Series 7, 24, and 63 licenses.
Terri is a fourth-generation Houstonian and now resides in Missouri City, Texas with her husband, Steve. She supports several charities and volunteers at the M.D. Anderson Cancer Center.
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