Charly Benitez

Charly Benitez Email and Phone Number

Avantax Client Service @ Five Star Advisor Partners, LLC
richardson, texas, united states
Charly Benitez's Location
Dallas-Fort Worth Metroplex, United States
About Charly Benitez

Charly Benitez is a Avantax Client Service at Five Star Advisor Partners, LLC.

Charly Benitez's Current Company Details
Five Star Advisor Partners, LLC

Five Star Advisor Partners, Llc

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Avantax Client Service
richardson, texas, united states
Website:
fivestaradvisors.com
Employees:
5
Charly Benitez Work Experience Details
  • Five Star Advisor Partners, Llc
    Client Engagement And Growth Strategist
    Five Star Advisor Partners, Llc Oct 2024 - Present
    Richardson, Texas, United States
    View
  • Avantax Wealth Management℠
    Client Relationship Manager
    Avantax Wealth Management℠ Jun 2021 - Nov 2024
    United States
    View
  • Fidelity Charitable
    Client Service Representative
    Fidelity Charitable Aug 2020 - Jun 2021
    United States
    View
  • The Capital Company
    Wealth Management Associate
    The Capital Company Dec 2019 - Sep 2020
    Bedford, Texas
    View
  • Jpmorgan Chase & Co.
    Client Service Representative
    Jpmorgan Chase & Co. May 2009 - Jan 2016
    Fort Worth, Texas
    Managed a portfolio of Financial Institutions.
    View

Charly Benitez Education Details

  • Montessori Institute Of North Texas
    Montessori Institute Of North Texas
    Association Montessori International

Frequently Asked Questions about Charly Benitez

What company does Charly Benitez work for?

Charly Benitez works for Five Star Advisor Partners, Llc

What is Charly Benitez's role at the current company?

Charly Benitez's current role is Avantax Client Service.

What schools did Charly Benitez attend?

Charly Benitez attended Montessori Institute Of North Texas.

Who are Charly Benitez's colleagues?

Charly Benitez's colleagues are Duncan Gates, Ea, Cfp®, Chfc®, Clu®, Ricp®, Rssa®, James Labrecque, Cfp®, Bridgett Winter, Michelle Woodson, Brian Knechtly.

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