Charles Youree, Jr. has been providing sound financial advice to his clients since 1991. He graduated from Abilene Christian University with a Bachelor of Science Degree majoring in Marketing.
Chuck began his career with Peachtree Planning Corporation in 2005, after working as a business professional representing The Guardian Life Insurance Company of America for most of his career. Chuck holds the title of Financial Representative and currently works in the Peachtree Planning office located in Brentwood, TN. He also holds Series 7, 63 and 65 designations and is registered with Park Avenue Securities. He advises his clients on a variety of financial matters including retirement planning, investment planning and risk management. Chuck develops strategies to help individuals, families and businesses reach financial security as efficiently and effectively as possible.
Chuck lives in Nashville with his wife, Sharavan and his three children; Charles who is 5, Christopher who is 3 and his daughter, Samantha who is age 6 months. Active in his community and church, Chuck is a member of Brentwood Hills Church of Christ. In his leisure time, he enjoys hunting, football and raising his children.
Chuck’s office is located at 9019 Overlook Blvd., D#1, Brentwood, TN. The phone number is 615/376-8312 and the fax number is 615/376-8313. His email address is Charles.Youree@peachtreeplanning.com.