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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 previously worked at Euro Dollar Financial Group Inc and Ciao Bella Inc. The Charles Towne Agency is a state-registered independent advisory firm providing fee-only, hourly financial planning primarily to high-net-worth individuals, families, and institutional clients. The firm offers non-discretionary recommendations and written plans focused on retirement, education, charitable giving, tax and estate guidance, and related financial advice, operating without portfolio management or custody of assets.
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