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.
Robert A. Dishman
Investment and Planning Analyst
Robert Dishman is the Investment and Planning Analyst for Charles W. Rawl & Associates. He is a graduate of Texas A&M University with a B.B.A. in Finance. Robert has over nine years of experience in the financial services industry, and he holds FINRA Series 7 and 66 licenses.
Robert resides in Humble, Texas and his favorite activities include sporting clays, fishing, and woodworking. He also volunteers with the Houston Livestock Show and Rodeo.
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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