Charles Crilly is the founder and president of, as well as a financial advisor at, Ivory Wealth Management. Charles has spent the past 15 years helping clients reach their financial objectives locally, nationally, and internationally. A graduate of the University of Massachusetts with a degree in economics, Charles began his financial career with Fidelity Investments in Boston. In 1998, Charles moved back to Connecticut and shortly thereafter began his career with the once storied firm of AG Edwards. In 2007, after AG Edwards was acquired by Wachovia Bank, Charles left the firm to open a new Morgan Stanley branch in his hometown of Essex, Connecticut.
Today, after successfully guiding clients, colleagues, and his office through a devastating period of financial unrest, Charles, knowing that there is a better way, has ventured out on his own to create a truly client- and community-centric firm, Ivory Wealth Management. Charles is joined by his business associate and client service associate of more than 10 years, Kathy Hofmann. Together, they are bringing to town a truly unique firm and are out to prove that there is a better way . . .