Charlene Gregory, RICP®

Wealth Consultant

Bio

“Caring for and respecting my clients is core to everything I do. Exceeding service expectations defines who I am.” - Charlene Gregory

A Financial Consultant since 2008, Charlene strives to continually evolve as the needs of her clients change. She is focused on the financial future that her clients envision and on providing comprehensive financial strategies to help them work towards their goals. Charlene takes tremendous pride in her commitment to serve with honesty and integrity; her clients would agree that she takes the time to know them and establishes a solid foundation of trust.

Charlene’s mission, vision and values guide her business decisions and are always top of mind. Her mission is to make a difference in the lives of her clients by helping them Strive for financial security and independence now and in the future. Her vision is to be a financial services representative of choice- through integrity, trusted relationships, and financial strength. Charlene holds herself, the relationships she builds, and the products delivered to the highest standards of quality.

Originally from Rockwood, TN, Charlene and her husband have been residents of Chesapeake, Virginia for over 20 years. Outside of work, they enjoy Broadway theater, entertaining, and travel. Most recent travels include Canada, New England, San Diego and the beautiful Grand Canyon.

644 Independence Parkway, Suite 300, Chesapeake, VA 23320