Broker Check
Charles Smith

Charles Smith

President, Wealth Advisor

Charles graduated from West Texas State University with a BBA in Marketing. In 1992, he joined Dean Witter, now known as Morgan Stanley. In 1994, he was awarded “The National Sales Director’s Award.” This honor is given to the top Financial Advisors for outstanding personal performance, integrity and professionalism with uncompromising dedication and service to clients.

In November, 2005, Charles made the decision to pursue independence and thus opened Genesis Financial Group. This move helped satisfy his desire to create an environment in which he could provide excellent services and create personal, long-term relationships with his clients.

After being a Financial Advisor in Amarillo for more than 20 years, Charles brings an in-depth understanding and successful practice in financial services and wealth management. Through his years in the financial services industry, Charles believes that relationship building is the very core of a successful financial portfolio. Born and raised in Perryton, Texas, Charles enjoys all sports, especially football, as well as traveling. Charles is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.

Since founding Genesis, Charles has received many honors and accolades, but the most important thing has always been serving the client so that they may realize their financial goals.