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Charles Bosanac

charles-bosanac

Charles Bosanac

Wealth Advisor

Charles Bosanac joined Global Wealth Management in 2021 and currently serves as a Wealth Manager. In his role, he provides comprehensive wealth management services to high-net-worth individuals and families, including investment portfolio oversight, financial guidance, and long-term relationship management. Charles has a strong background in both client service and advisory work, allowing him to leverage his technical knowledge while delivering excellent client experience.

Charles holds a Bachelor of Business Administration in Finance from Florida Atlantic University. He also maintains the Series 65 license as well as the Series 215 license in Life and Health insurance.