Charles Brooks
Wealth Advisor Associate
About Charles
Charles Brooks is a wealth advisor associate in William Blair’s Private Wealth Management group. Before joining William Blair, Charles served as an executive fellow at Chick-fil-A Inc., where he worked closely with the CEO’s office and the corporate social responsibility team on strategic projects and business development initiatives. Before that, he worked as a business development consultant, delivering cloud-based solutions to large corporations.Charles holds an M.B.A. from the Terry School of Business at the University of Georgia and a B.A. in philosophy from Morehouse College. Originally from Raleigh, North Carolina, Charles now resides in Atlanta. When he is not helping clients achieve their financial goals, you can find him running, weightlifting, or hitting the golf course.
About William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
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1935Year William Blair was founded
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1,900+Employees worldwide
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149 billion+Client assets
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89 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.