Client Engagement And Growth Strategist
Current
Oct 2024 - Present
AeroLeads people directory · profile
Charly Benitez Email & Phone Number
Avantax Client Service
at
Five Star Advisor Partners, LLC
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Avantax Client Service
Location
Dallas-Fort Worth Metroplex, United States
Company size
Who is Charly Benitez? Overview
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Quick answer
Charly Benitez is listed as Avantax Client Service at Five Star Advisor Partners, LLC, a with 5 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a matched LinkedIn profile for Charly Benitez.
Charly Benitez previously worked as Client Engagement and Growth Strategist at Five Star Advisor Partners, Llc and Client Relationship Manager at Avantax Wealth Management℠. Charly Benitez holds Assistant To Infancy, Birth To 3 Years, Association Montessori International from Montessori Institute Of North Texas.
Company email context
Email format at Five Star Advisor Partners, LLC
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Five Star Advisor Partners, LLC
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Profile bio
About Charly Benitez
Charly Benitez is a Avantax Client Service at Five Star Advisor Partners, LLC.
Current workplace
Charly Benitez's current company
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Five Star Advisor Partners, Llc
5 roles
Charly Benitez work experience
A career timeline built from the work history available for this profile.
Client Relationship Manager
Jun 2021 - Nov 2024
Client Service Representative
Aug 2020 - Jun 2021
Wealth Management Associate
Dec 2019 - Sep 2020
May 2009 - Jan 2016
Team & coworkers
Colleagues at Five Star Advisor Partners, LLC
Other employees you can reach at fivestaradvisors.com. View company contacts for 5 employees →
JL
James Labrecque, Cfp®
Colleague at Five Star Advisor Partners, LlcDallas, Texas, United States
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MW
Michelle Woodson
Colleague at Five Star Advisor Partners, LlcDallas-Fort Worth Metroplex, United States
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BK
Brian Knechtly
Colleague at Five Star Advisor Partners, LlcWylie, Texas, United States
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DG
Duncan Gates, Ea, Cfp®, Chfc®, Clu®, Ricp®, Rssa®
Colleague at Five Star Advisor Partners, LlcRichardson, Texas, United States
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BW
Bridgett Winter
Colleague at Five Star Advisor Partners, LlcDallas-Fort Worth Metroplex, United States
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James Labrecque, Cfp®
Colleague at Five Star Advisor Partners, LlcDallas, Texas, United States
View →
MW
Michelle Woodson
Colleague at Five Star Advisor Partners, LlcDallas-Fort Worth Metroplex, United States
View →
BK
Brian Knechtly
Colleague at Five Star Advisor Partners, LlcWylie, Texas, United States
View →
DG
Duncan Gates, Ea, Cfp®, Chfc®, Clu®, Ricp®, Rssa®
Colleague at Five Star Advisor Partners, LlcRichardson, Texas, United States
View →
BW
Bridgett Winter
Colleague at Five Star Advisor Partners, LlcDallas-Fort Worth Metroplex, United States
View →
1 education record
Charly Benitez education
-
Montessori Institute Of North Texas
FAQ
Frequently asked questions about Charly Benitez
Quick answers generated from the profile data available on this page.
What company does Charly Benitez work for?
Charly Benitez works for Five Star Advisor Partners, LLC.
What is Charly Benitez's role at Five Star Advisor Partners, LLC?
Charly Benitez is listed as Avantax Client Service at Five Star Advisor Partners, LLC.
Where is Charly Benitez based?
Charly Benitez is based in Dallas-Fort Worth Metroplex, United States while working with Five Star Advisor Partners, LLC.
What companies has Charly Benitez worked for?
Charly Benitez has worked for Five Star Advisor Partners, Llc, Avantax Wealth Management℠, Fidelity Charitable, The Capital Company, and Jpmorgan Chase & Co..
Who are Charly Benitez's colleagues at Five Star Advisor Partners, LLC?
Charly Benitez's colleagues at Five Star Advisor Partners, LLC include James Labrecque, Cfp®, Michelle Woodson, Brian Knechtly, Duncan Gates, Ea, Cfp®, Chfc®, Clu®, Ricp®, Rssa®, and Bridgett Winter.
How can I contact Charly Benitez?
You can use AeroLeads to view verified contact signals for Charly Benitez at Five Star Advisor Partners, LLC, including work email, phone, and LinkedIn data when available.
What schools did Charly Benitez attend?
Charly Benitez holds Assistant To Infancy, Birth To 3 Years, Association Montessori International from Montessori Institute Of North Texas.
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