CONTACT
Charles Buehler
Charlie is a Wealth Management Assistant, based in the PA market. He assists his Managing Director with administrative support for, and to their wealth and brokerage clients. Charlie has 37 years of banking experience working with employee benefits, personal trusts and estate & agencies, and served as a Trust Officer in several PA regional offices for Wilmington Trust, Division of M&T. Charlie holds a BSBA from Shippensburg University and is certified with the CFP designation from The American College, Bryn Mawr, PA. Charlie Served on the Investment Committee of The Evangelical Theological Seminary as well as served as a Trustee for the EC Church Board of Pensions. He resides in the Schuykill PA area with his wife Holly.
EDUCATION & CERTIFICATIONS |
PREVIOUS EXPERIENCE |
AFFILIATIONS & MEMBERSHIPS |
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BSBA from Shippensburg University and CFP designation from The American College, Bryn Mawr, PA. |
Wilmington Trust Division of M&T Bank |
Served on the Investment Committee of The Evangelical Theological Seminary.
Served as a Trustee for the EC Church Board of Pensions.
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