A Step Forward Overcoming Obstacles Honorary Chair

2025 Honorary Chair Charles Weinrich

Charles Weinrich, 2025 Honorary Chair of A Step Forward - Overcoming Obstacles lunch on March 27, 2025.

“After being close with the founders of this wonderful organization for many years, I was honored when they asked me to join the board to offer additional financial expertise. Once I began to have firsthand experience with the incredible work we do, I was deeply moved. I am very grateful to be able to dedicate my time, energy, and resources to enriching the lives of those with Parkinson’s disease and their families!”
Charles Weinrich - Board Member

For more than two decades, Charles has run a successful practice developing financial plans and managing assets for high net worth clientele and specialized in working closely with business owners, physician business owners, and retirees.

His commitment to providing exceptional guidance and portfolio management that puts his clients’ best interests first has earned him recognition as a “Five Star Wealth Manager” in Gulfshore Life Magazine in 2016, and 2017 and “Top Personal Wealth Manager in the Southwest Florida Area” every year since 2008.

Prior to joining Morgan Stanley in 2016, he was a Senior Vice President and Private Financial Advisor at SunTrust Private Wealth. Earlier in his career, he was a Vice President and Area Investment Manager at Citicorp Investment Services, and began his career on Wall Street as an investment banker. This diversity of financial industry exposure gives him a unique lens that allows him to leverage a powerful combination of institutional, portfolio management, financial planning, and wealth management experience to the benefit of his clients.

He has lived in Naples, Florida, with three children, and their three dogs for over 10 years. An active member of the community, He currently serves on the boards of the Parkinson Association of Southwest Florida and The Collier County Lacrosse Association. In his free time, he coaches youth lacrosse and enjoys spending time with his family.”

CLICK TO REGISTER

WHAT: A Step Forward, Overcoming Obstacles – Lunch with guest speaker, Mike Huckabee
WHERE: The Ritz Carlton, Naples, 280 Vanderbilt Beach Rd, Naples, FL 34108
WHEN: Thursday, March 27, 2025; 11:30 am
WHO: Presented by and benefitting the Parkinson’s Association of Southwest Florida
COST: Individual Registration: $300 (Includes a spectacular lunch and presentation by Mike Huckabee)
VIP Tickets: $500 (Includes lunch, presentation, and preferred seating)
REGISTRATION DEADLINE: February 28, 2025
INFORMATION: ParkinsonAssociationSWFL.org
(239) 417-3465
Registration closes February 28, 2025
($100 of the individual ticket price is tax-deductible)

Individual partnership and corporate sponsorship opportunities are available for 2024
Click for Sponsorship Information
Contact Mary C. Schoeffel at 239-417-3465
or mschoeffel@parkinsonassociationswfl.org