Personal Advisor Select Cfp® Financial Advisor
Current
Jul 2021 - Present
AeroLeads people directory · profile
Charles Hoffecker Email & Phone Number
Personal Advisor Select CFP® Financial Advisor at Vanguard
at
Vanguard
1 work email found
@vanguard.com
4 phones found area 904
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Personal Advisor Select CFP® Financial Advisor at Vanguard
Location
Fort Mill, South Carolina, United States
Who is Charles Hoffecker? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Charles Hoffecker is listed as Personal Advisor Select CFP® Financial Advisor at Vanguard at Vanguard, based in Fort Mill, South Carolina, United States. AeroLeads shows a work email signal at vanguard.com, phone signal with area code 904, and a matched LinkedIn profile for Charles Hoffecker.
Charles Hoffecker previously worked as Personal Advisor Select CFP® Financial Advisor at Vanguard and Assistant Vice President, Brokerage Elite Financial Consultant at Merrill Lynch. Charles Hoffecker holds Dual Masters: Masters In Business Administration(2011); Masters In International Business(2011), Business Admin. And International Business from University Of North Florida.
Company email context
Email format at Vanguard
This section adds company-level context without repeating Charles Hoffecker's masked contact details.
{first}_{last}@vanguard.com
89% confidence
AeroLeads found 1 current-domain work email signal for Charles Hoffecker. Compare company email patterns before reaching out.
Profile bio
About Charles Hoffecker
Dedicated Financial Advisor administering high level client advice and guidance utilizing services to position sales and deepening relationships to grow assets under management.
Current workplace
Charles Hoffecker's current company
Company context helps verify the profile and gives searchers a useful next step.
3 roles
Charles Hoffecker work experience
A career timeline built from the work history available for this profile.
Assistant Vice President, Brokerage Elite Financial Consultant
Manage a Book of Clients (500+) with Total Assets Under Management of Over $250 millionProvide Financial Advice and Guidance; Building Wealth Management Financial PlansDeepen Relationships with Clients to Consolidate Outside AssetsAdminister High Level Service and Contact to Limit Client AttritionCross Promote Merrill Clients to Broaden Relationship with.
Feb 2012 - Jun 2021
Prime Brokerage Trade Support
Monitored and Managed Hedge Fund Trading within our Operating SystemsProcessed and Corrected Trade FilesSupported Client Service RepresentativesRepaired System Breaks, Derivative Discrepancies, and Enacted Corporate ActionsSpecialized in Options, Responsible for Handling all Options Reporting, Breaks, and Inquiries
May 2011 - Feb 2012
Team & coworkers
Colleagues at Vanguard
Other employees you can reach at vanguard.com. View company contacts →
KG
Kyle Gragnano
Colleague at Vanguard
Peoria, Arizona, United States, United States
View →
JB
Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D.
Colleague at Vanguard
Clover, South Carolina, United States, United States
View →
KM
Kalaivani Mudliar
Colleague at Vanguard
Davidson, North Carolina, United States, United States
View →
BF
Begum Ferdaus
Colleague at Vanguard
Annapolis, Maryland, United States, United States
View →
NM
Noah Markel
Colleague at Vanguard
Philadelphia, Pennsylvania, United States, United States
View →
CF
Chris Forsythe
Colleague at Vanguard
Philadelphia, Pennsylvania, United States, United States
View →
OM
Orlando Menjivar
Colleague at Vanguard
Phoenix, Arizona, United States, United States
View →
NB
Nancy Biedenkapp
Colleague at Vanguard
Greater Philadelphia, United States
View →
AB
Aniket Bharamgude
Colleague at Vanguard
Prosper, Texas, United States, United States
View →
KF
Kara Frederick
Colleague at Vanguard
Blue Bell, Pennsylvania, United States, United States
View →
Kyle Gragnano
Colleague at Vanguard
Peoria, Arizona, United States, United States
View →
JB
Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D.
Colleague at Vanguard
Clover, South Carolina, United States, United States
View →
KM
Kalaivani Mudliar
Colleague at Vanguard
Davidson, North Carolina, United States, United States
View →
BF
Begum Ferdaus
Colleague at Vanguard
Annapolis, Maryland, United States, United States
View →
NM
Noah Markel
Colleague at Vanguard
Philadelphia, Pennsylvania, United States, United States
View →
CF
Chris Forsythe
Colleague at Vanguard
Philadelphia, Pennsylvania, United States, United States
View →
OM
Orlando Menjivar
Colleague at Vanguard
Phoenix, Arizona, United States, United States
View →
NB
Nancy Biedenkapp
Colleague at Vanguard
Greater Philadelphia, United States
View →
AB
Aniket Bharamgude
Colleague at Vanguard
Prosper, Texas, United States, United States
View →
KF
Kara Frederick
Colleague at Vanguard
Blue Bell, Pennsylvania, United States, United States
View →
5 education records
Charles Hoffecker education
Dual Masters: Masters In Business Administration(2011); Masters In International Business(2011), Business Admin. And International Business
University Of North Florida
Ibero-American Mba Program, Ibero-American Mba Program
Eseade
Ibero-American Mba Program, Ibero-American Mba Program
Universidad Rey Juan Carlos
Bachelors In International Business With A Minor In Spanish, International Business; Spanish Language
University Of North Florida
International Business, Spanish
Universitat D'Alacant
FAQ
Frequently asked questions about Charles Hoffecker
Quick answers generated from the profile data available on this page.
What company does Charles Hoffecker work for?
Charles Hoffecker works for Vanguard.
What is Charles Hoffecker's role at Vanguard?
Charles Hoffecker is listed as Personal Advisor Select CFP® Financial Advisor at Vanguard at Vanguard.
What is Charles Hoffecker's email address?
AeroLeads has found 1 work email signal at @vanguard.com for Charles Hoffecker at Vanguard.
What is Charles Hoffecker's phone number?
AeroLeads has found 4 phone signal(s) with area code 904 for Charles Hoffecker at Vanguard.
Where is Charles Hoffecker based?
Charles Hoffecker is based in Fort Mill, South Carolina, United States while working with Vanguard.
What companies has Charles Hoffecker worked for?
Charles Hoffecker has worked for Vanguard, Merrill Lynch, and Deutsche Bank.
Who are Charles Hoffecker's colleagues at Vanguard?
Charles Hoffecker's colleagues at Vanguard include Kyle Gragnano, Jonathan Britt, Cfp®, Aams®, Crpc®, E.J.D., Kalaivani Mudliar, Begum Ferdaus, and Noah Markel.
How can I contact Charles Hoffecker?
You can use AeroLeads to view verified contact signals for Charles Hoffecker at Vanguard, including work email, phone, and LinkedIn data when available.
What schools did Charles Hoffecker attend?
Charles Hoffecker holds Dual Masters: Masters In Business Administration(2011); Masters In International Business(2011), Business Admin. And International Business from University Of North Florida.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial