Charles D. Dodds Jr., CFP®, CLU®, CHFC®, CIMA®

Charles D. Dodds Jr., CFP®, CLU®, CHFC®, CIMA®

President & Senior Portfolio Manager

Charles D. Dodds Jr. is the President and Senior Portfolio Manager of Dodds Wealth Management Group. He has been a financial advisor for more than 35 years. He focuses on investment planning, retirement income planning, and risk management. He also coordinates with CPAs and attorneys to help his clients with their estate planning and income tax needs.

To better serve his clients, Charles has obtained the following designations:

Certified Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®)
Certified Investment Management Analyst (CIMA®)
Charles grew up in Salem, Missouri. He attended the University of Missouri and graduated from the St. Louis College of Pharmacy in 1970 where he received a Bachelor of Science in Pharmacy. After pharmacy school, he worked in Springfield, Missouri. Charles was then drafted into the United States Army in 1971 and was stationed at William Beaumont Army Medical Center as a Pharmacist. After completing his military service, he stayed in El Paso, Texas, and worked as a pharmacist in retail and hospital settings. In 1985, he began his career as a financial advisor with Merrill Lynch. Charles has since worked continuously as a financial advisor and in June of 2021, opened his independent practice, Dodds Wealth Management Group LLC, with his son Adrian, also a CERTIFIED FINANCIAL PLANNER professional.

While working in a pharmacy, Charles met his wife Julieta, also a pharmacist. They have three sons, Charles III, Adrian, and Alex. Charles was very active in Boy Scouts and was the Scoutmaster for Troop 59. Charles III and Adrian are both Eagle Scouts. Alex was also active in Boy Scouts for many years.