Charlie Hamilton joined BOS Wealth & Planning in June 2023. A graduate of Illinois Wesleyan University with a bachelor's degree in Finance, Charlie brings a sound foundation in financial strategy to the team. As a licensed wealth advisor, Charlie holds Series 7 and Series 66 licenses through LPL Financial.
Charlie is passionate about helping clients pursue their financial goals through personalized strategies at BOS Wealth & Planning.
Outside of BOS Wealth & Planning, Charlie enjoys spending time with family and friends, golfing, and watching movies.