Meet Charles Jarrett:

Highly successful families often have dynamic needs that extend beyond traditional investment management. Typically, they have multiple priorities and complex considerations - including asset concentration risk, business and succession planning, tax minimization strategies, cash flow, family dynamics around wealth, philanthropic and legacy desires. For these families, I believe, my team and I can make a significant difference.

I'm a Private Wealth Advisor with the Cenname Team, a nationally recognized team within Merrill Private Wealth Management. We work with a select group of business owners, corporate executives, and multi-generational families throughout the United States. We offer refined problem-solving skills, an intimate knowledge of best practices, and decades of practical experience.

Business owners look to us for advice and guidance in navigating multiple phases in the lifecycles of their businesses. We work in concert with a hand-picked team of Firm specialists who help owners and entrepreneurs align their professional, personal, and financial goals to increase the transferable value of their businesses. Our analysis and advice enable business owners to prepare for and capitalize on possible transitions, whether planned or unplanned.

We also work extensively with senior executives, helping them manage concentrated or restricted stock positions, while uncovering possible efficiencies across their balance sheets. We also communicate effectively with their external tax and legal advisors, as appropriate, yielding a more thoughtful and thorough approach to diverse aspects of their wealth.