Joseph Charles is a Senior Vice President & Private Wealth Advisor for FineMark’s Naples office. Mr. Charles has worked in the financial services industry in Naples since 1997. Prior to joining FineMark in 2013, he worked as a Trust Administrator at Cypress Trust Company and U.S. Trust. Mr. Charles received his Bachelor of Arts Degree in Speech Communication/Public Relations from Miami University in Oxford, Ohio and also completed the Florida Bankers Association Graduate Trust School at the University of South Florida in Tampa.
Mr. Charles is very active in the Naples community. He is a current board member for Books For Collier Kids, a current member of the Planned Giving Committee of Champions For Learning, a current member of the Professional Advisors Committee for the Community Foundation of Collier County, Former President of the Greater Naples Area Planned Giving Council, Past President of the Naples Estate Planning Council, Former Vice President/Director for the Naples Area Triathletes, Former Board of Trustees and Former Chair of the Next Generation Committee for the Shelter for Abused Women and Children. Mr. Charles also volunteers for Habitat For Humanity, Grace Place in Naples and Healthcare Network of Southwest Florida.