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Our financial advice team


Charles Savidge, Private Wealth Advisor serving the Raleigh, NC area - Ameriprise Advisors

Charles Savidge

MBA, CFP®, APMA

Private Wealth Advisor

Savidge and Associates
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Domestic Partner Planning
  • Women's Financial Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • MBA, Western New England College, General 1996
  • B.S., Embry-Riddle Aeronautical University, Aeronautical Engineering 1992

Previous experience

  • U.S. Air Force Officer, 1992-1999

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Savidge and Associates participate yearly in the Ameriprise National Day of Service. In prior years, they volunteered their time at the Central NC Food Bank in Raleigh, helping bag and sort donated food in the warehouse that will be delivered to local food pantries. Additionally, we continue to participate annually as a drop off location for the U.S. Marine Corps' Toys for Tots Program.

Interests

  • I enjoy traveling and going on weekend hikes with my wife.
  • I am a strong proponent of alternative energy and recycling.