Charles Harvey


Financial Advisor
Managing Director
  • Market volatility

    Stay on track with your financial goals during changing market conditions.
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  • How I work

    I take the time to understand what’s important to you and deliver personalized advice.
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  • Here to support you

    We're available to connect virtually by phone and online during this time.
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Background and qualification information is available at FINRA's BrokerCheck website.

Putting clients first; it’s what I do

Putting your interests first; it’s what I do

Ameriprise earned a 2020 Hearts & Wallets Top Performer recognition for the investment industry in:

• “Unbiased, puts my interest first”

• “Explains things in understandable terms”

• “Understands me and shares my values”


I’m proud to be associated with a firm known for its unwavering commitment to understanding what’s most important to each client and providing advice based on your unique goals. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


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My videos

5 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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Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)