Charles Bailey

Charles Bailey


Financial Advisor
Managing Director of
Legacy Care Capital
A financial advisory practice of Ameriprise Financial Services, LLC
  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

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  • What we do

    We offer personalized financial advice based on your goals and an upfront overview of costs.
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  • Understand IRA options

    Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
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Background and qualification information is available at FINRA's BrokerCheck website.

Weathering volatility

Deciding the right next move in today’s markets can be a challenge. But the right financial advice can help you weather the unknown today and make more informed choices to reach your goals tomorrow. I am committed to understanding your goals and the changing markets and I’m here to provide personal financial advice based on your individual needs. I can help you avoid being distracted by short-term challenges and stay focused on making the right moves toward reaching your long-term goals. Contact me for a complimentary initial consultation to discuss your financial goals.

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Honored to receive industry recognition

I’m pleased to announce I’ve received a 2020 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients.

I’m grateful for this recognition and even more grateful for the colleagues and clients who made this possible. Thank you all!

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dbaFive Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investmentadviser or a registered investment adviser representative; 2. Actively employed as a credentialedprofessional in the financial services industry for a minimum of five years; 3. Favorable regulatoryand complaint history review (please note unfavorable feedback may have been discovered througha check of complaints registered with a regulatory authority or complaints registered through FiveStar Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal firmstandards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retentionrate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9.Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’sfuture performance. *To qualify as having a favorable regulatory and complaint history for this award,the person cannot have (1) been subject to a regulatory action that resulted in a license beingsuspended or revoked, or payment of a fine, (2) had more than a total of three customer complaintsfiled against them (settled or pending) with any regulatory authority or Five Star Professional’sconsumer complaint process, (3) individually contributed to a financial settlement of a customercomplaint filed with a regulatory authority, (4) filed for bankruptcy, (5) been terminated from afinancial services firm within the past 11 years, or (6) been convicted of a felony.

My videos

2 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)