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Guido E
Series 65
McClellanville, SC
The Charles Towne Agency
Guido Evangelista is a financial advisor at The Charles Towne Agency with seven years of industry experience. He holds a Series 65 designation and has worked with EURO Dollar Financial Group Inc and Ciao Bella Inc in prior roles. The Charles Towne Agency is a state-registered investment advisory firm that provides fee-only, hourly financial planning to high-net-worth individuals, families, and institutional clients. The firm focuses on non-discretionary recommendations and written financial plans without managing portfolios or accepting discretionary authority.
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