Chuck Davis, CLU, ChFC
Chuck Davis, CLU, and Chartered Financial Consultant is the founder and Managing Principal of Main Street Financial, inc. With over 30 years in the industry, he has managed thousands of financial portfolios. Clients benefit from this experience and expertise when planning one of their most important resources………their money. Chuck is a graduate of the University of Georgia and also a Vietnam Veteran.
Chuck created the Building and Protecting Wealth© process which has provided guidance, advice, and solutions to innumerable private businesses. He is currently serving as a leader and educator in the financial management arena. Chuck conducts in person workshops for state/federal agencies, and private businesses, as well as the M3 Managing Money Matters video series.
Some of the recent organizations that Chuck has worked with include:
Mr. Davis is actively serving as a volunteer with a number of Veterans Organizations providing one-on-one counseling and workshops for veterans as well as employees. Also, he serves as president of the South Carolina Chapter of service disabled veterans owned business network.
Chuck Davis, CLU, and Chartered Financial Consultant is the founder and Managing Principal of Main Street Financial, inc. With over 30 years in the industry, he has managed thousands of financial portfolios. Clients benefit from this experience and expertise when planning one of their most important resources………their money. Chuck is a graduate of the University of Georgia and also a Vietnam Veteran.
Chuck created the Building and Protecting Wealth© process which has provided guidance, advice, and solutions to innumerable private businesses. He is currently serving as a leader and educator in the financial management arena. Chuck conducts in person workshops for state/federal agencies, and private businesses, as well as the M3 Managing Money Matters video series.
Some of the recent organizations that Chuck has worked with include:
- SC Works
- Charleston County
- Veterans Affairs
- Army Corps of Engineers
- Chatham County DBE
- MUSC
- Columbia SBDC
- US Forest Service
- USDA
- Coastal Elite SDVOB Network
- and+ a number of county and city municipalities
Mr. Davis is actively serving as a volunteer with a number of Veterans Organizations providing one-on-one counseling and workshops for veterans as well as employees. Also, he serves as president of the South Carolina Chapter of service disabled veterans owned business network.
Our Philosophy "Provide the Financial Counseling needed to sustain financial security."
Recent organizations that Chuck has worked with include: SC Works, Charleston County, Veterans Affairs, Army Corps of Engineers, Chatham County DBE, MUSC, Columbia SBDC, SCDOT, US Forest Service, VA, Hud-Vash and the Coastal SDVOB Veteran Network.