Charles Hardee

Charles Hardee is a 36-year veteran of the Wealth Management and Financial Services industry. Beginning his career in the late 80’s with JC Bradford, “Charlie” moved up the ranks and eventually found a home at Morgan Keegan. It is there where he spent the longest tenure of his career over 17 years. During that time, he developed lifelong clients and friends in the industry by serving them and their families through times of personal transition, market volatility and financial prosperity.

After Morgan Keegan went through an ownership change, Charlie found himself also looking for change. In 2014, he became an independent advisor with LPL Financial and has never looked back. He has delivered RIA services through his partnership with Strategic Advisory Services for the last three years.

Charlie, a native of Jackson, TN, has shared his life with his beautiful wife, Gayle, for over 40 years. He has one son Will (Rachael) who gave him his first granddaughter, Holly, in 2023. When he isn’t spending time with family and friends, you can find Charlie curled up with his corgis, Robbie and Arthur cheering on his Vols!