Broker Check
Luke Charlton

Luke Charlton

Planning Analyst

As a Planning Analyst, Luke assists the Directors of Planning and Client Services and Peter by preparing account reviews, retirement analyses, and proposed portfolios. Luke is also a member of the investment committee and collaborates with in-depth market research and fund selection. Before joining MWA, Luke worked with Fidelity Investments, helping clients get started in their investment journey and providing recommendations for goal-based saving.

Education and Certifications
Bachelor's degree in Business Administration from Towson University, with a concentration in Management and Leadership.

Series 7 securities registered

Series 66 securities registered

Life and Health insurance licensed