Charlie Soukup

Charlie Soukup joined the firm in June 2025 as a Client Services Associate. In his role, he supports both client service and operational functions, including trade-related activities, account administration, and assisting with financial plan preparation.

Charlie graduated Magna Cum Laude from Auburn University with a Bachelor of Science in Business Administration, majoring in Finance. During his time at Auburn, he was a member of the Auburn Finance Society’s Wealth Management branch.

He holds his SIE, Series 7, and Series 66 licenses, along with his Georgia Life, Accident, and Sickness license, and is currently working toward his Variable Products license.

Originally born in Cleveland, Ohio and raised in Suwanee, Georgia, Charlie now resides in Alpharetta. Outside of work, he enjoys golf, working out, and spending time with family and friends.