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North Carolina Regional Office
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Serving North Carolina and South Carolina |
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6525 Wheeler Drive |
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Charlotte, NC 28211-4756 |
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Charles E. Trent, CFP, CLU, ChFC, EA |
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Financial Consultant |
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Charles Trent of our North Carolina Regional Office provides employee benefits and financial
planning services for Gardner & White clients in Georgia, North Carolina and South Carolina.
Mr. Trent, who holds an MBA in Management and Marketing from Lehigh University, has earned numerous
professional designations from a wide range of insurance and financial industry associations. He
is a fully licensed life and health representative and is a Registered Representative for the sale
of Mutual Funds, Limited Partnerships and General Securities. Mr. Trent is an Investment Advisor
Representative with the S.E.C. in the states of North Carolina and South Carolina.
Mr. Trent has considerable financial expertise in the areas of plan design, executive compensation,
deferred compensation, asset management, wealth accumulation, financial planning, retirement planning,
tax planning, estate planning, and foundation funding through charitable giving programs. Mr. Trent’s
primary focus is in conducting effective, practical benefit seminar presentations for diverse groups on
a wide range of topics, including investment basics and retirement planning concepts.
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