Charles Cutter is a Client Service Associate with two years of experience in the financial services industry. He began his career at Equitable Advisors, where he developed a strong foundation in client service and investment support. At Briarwood Financial, Charles is passionate about helping clients reach financial goals they didn’t know were attainable through thoughtful guidance and personalized strategies.
Charles holds a Bachelor of Business Administration with a concentration in Marketing and a Bachelor of Arts in Economics, along with dual minors in Innovation Studies and Environmental Studies. He is licensed with the FINRA Series 7 and Series 66, which allows him to support a wide range of client investment needs.
Outside the office, Charles enjoys paddle boarding and hiking with his dog, Tolmie, and fiancée Allie. His love for the outdoors and curiosity for innovation reflect the same energy and insight he brings to helping clients navigate their financial journeys.
