Charles Guilbault, Chief Executive Officer at Advanta, is a native of New Orleans with extensive experience in wealth management, investment planning, and asset allocation. Charles graduated from Jesuit High School and earned his Bachelor of Science in Finance from the University of New Orleans. He began investing in the stock market at the age of 13. By the time he was in high school, he was frequently trading stocks during recess and lunch, keeping a close eye on stock quotes during the exciting late 1990s technology boom. After the tech bust, he learned important lessons about risk management and capital preservation.

Charles started his career as a Financial Advisor with American Express Financial Advisors, where he built a client base and became one of their advisor coaches. In 2005, he transitioned to Merrill Lynch, just before Hurricane Katrina. Despite the challenges posed by the storm, he persevered, continuing to support clients through difficult times.

Throughout his career, Charles has worked with clients from diverse backgrounds, helping them protect their financial future. In recognition of his work, he received the Forbes Top Next Gen Wealth Advisor award in 2019, followed by the Forbes Best-In-State Wealth Advisors award in both 2021 and 2022. These accolades highlight his dedication to delivering high-quality financial guidance to his clients.