Charles Bracken Email and Phone Number

The Bracken Group was founded in 2007 to provide wealth management and planning services to high net worth individuals, families and businesses to help them achieve financial success. With experience throughout major shifts in the markets, I have dedicated my 30-year career to delivering the personalized investment planning services that my clients deserve. As a financial advisor, I am committed to providing my clients with the highest level of wealth management and planning services.I earned my undergraduate degree in economics from Washington and Lee University in Lexington, VA and hold the Series 24, 7, 63, and 65 registrations. I live in Nyack, NY with my wife and children and enjoy tennis, rollerblading and hiking. I have an office in Purchase, NY and New City, NY. Please contact me by email at charles.bracken@wellsfargoadvisors.com or by phone at (914) 253-4731. I cannot respond to messages through LinkedIn.This information is intended for use by residents of AZ, CA, CO, CT, DC, FL, GA, ID, KS, KY, MA, MN, MO, NC, NE, NJ, NV, NY, OR, PA, SC, VA, VT, and WA only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social