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Charlie McKinney

Charlie McKinney

Formal First Name
Charles (Charlie)
Dates
1963 - present
Location
Dallas

Charles McKinney is a Managing Director at Morgan Stanley Private Wealth Management. He focuses on employing their global financial services resources into planning, governance, and liability and investment management. Prior to joining Morgan Stanley, he was a former Managing Director at Credit Suisse, Senior Vice President at UBS Financial Services, and Broker at Goldman Sachs. McKinney is active in his community and philanthropic activities. He founded the Heroes Foundation for youth sports in Dallas.

Professional Experience

  • Forbes America's Top Wealth Advisors, 2020
  • Forbes Best-in-State Wealth Advisors, 2020
  • Barron's Top 1,200 Advisors, 2020
  • Series 63 and Series 65 licenses

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