Awards, Accolades & Media

For the third straight year, Charles was recognized by Barron's as one of America's Top 1,200 Financial Advisors in February of 2016. 


In February 2015, Charles was recognized by Barron's as one of America's Top 1,200 Financial Advisors.  Click here to read the Press Release


Charles was once again named by the Financial Times as a FT Top Adviser for 2014.  Click here to read the Press Release.


In February 2014, Charles was recognized by Barron's as one of America's Top 1,200 Financial Advisors. Click here to read the Press Release.


Melanie successfully completed Janney's Retirement Income Planning program and earned the RIS® designation.  Please click here for further details on her achievement.


In January 2014, Janney Montgomery Scott, LLC named Charles to the Board of Managers.  Click here to read the Press Release.


"SWEET ON INVESTING: Sound advice and some life lessons from a New Haven Financial Advisor" - an interview with Charles as seen in New Haven Magazine and Business New Haven.


Charles was named Janney Montgomery Scott's Financial Advisor of the Year for 2012