Charles Swindell

Charles Swindell

Senior Vice President

Phone: (713) 561-8140
Mobile Phone: (713) 818-4922
E-mail:
 

Charles Swindell joins the Wealth Development Strategies, LLC group with more than 45 years of financial services experience. Prior to joining Wealth Development Strategies, Charles worked with large financial service companies where he gained extensive experience in estate liquidity planning, business succession planning, employee benefits, key person planning, retirement funding strategies as well as commercial property and casualty coverage to churches.

Charles, a graduate of Prairie View A&M University, is very active in the Houston community and is proud to have been involved in many organizations, charities, political action committees as well as professional associations. He has served as President of The Houston Chapter-National Business League, and The Houston Area Urban League (Treasurer). Charles is also a member of the Houston Association of Life Underwriters, the Million Dollar Round Table, and the NAACP.  He has also served as the broker for the property coverage and employee benefits program for the Houston Metropolitan Transit Authority. Charles licenses include Life, Accident, Health/HMO, Property/Casualty, and Series 6.

Charles has a passion for sports and enjoys watching his grandson play for the Chicago Bears.He stays active by playing tennis and golf. Charles has been married to Mora for 18 years. Together they have four children and five grandchildren. He and Mora love traveling internationally with family to Cabo San Lucas, Paris and soon Australia!

 


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