Charles William Pendergraft, II
SERVICE: President/Chief Investment Strategist
BIO: Charles is Founder and President of The Pendergraft Group, serving as Chief Investment Strategist and Planning Director. He is a native of Washington, DC and a graduate of the University of North Carolina at Chapel Hill and the College of Financial Planning, in Denver, Colorado.
Charles has served as a Financial Advisor for over 25 years and is licensed to practice in more than 20 states holding multiple securities and insurance licenses. He holds his Chartered Mutual Fund Counselor (CMFC) designation as well as the Certified Special Needs Advisor (CSNA) Certification.
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During his long career in the financial industry, Charles has been the recipient of numerous service and production awards, including being named a Top 100 Financial Advisor and being nominated for Barron’s Top 50 Financial Advisors in North Carolina. He has served on and chaired several nonprofit boards and was the youngest ever Governor-appointee to the NC Employment Security Commission State Advisory Council.
Charles and his wife Katy support many local and national charities including: World Vision, The LiveStrong Foundation, St. Jude’s Children’s Hospital, Duke Children’s Hospital, The American Cancer Society, The Humane Society and Girls on the Run. His commitment to family led to his co-founding of C3, a child advocacy group dedicated to serving the mental health needs of low income children, and helping found the Character Captain Program
Program which seeks to instill self esteem in middle school children.
Charles has been a Top 25 State-Ranked NC Age Group Triathlete, as well as a marathoner. He has earned his Advanced Open Water Specialty SCUBA Diver Certification with several Specialty Diving Certifications. Charles is currently working to achieve his Master Diver Certification and to compete in a Half Ironman Triathlon. He said he would like to try skydiving, but his wife won't let him!
Charles is active in his church, having served as Elder, Chairman of the Board of Deacons, and member of the Finance Committee and Pastor Nominating Committee. He enjoys reading, exercising and spending time with his wife and their three children.
THE BEST PART OF MY JOB: Being completely independent of any outside corporate influences, and helping the people whom I am allowed to serve. It may sound odd, but when I am able to assist a client in a way that they never even imagined, I get a real sense of accomplishment and satisfaction.
LITTLE KNOWN FACT: I spent an entire afternoon with President George W. Bush and First Lady Laura Bush in their owner's box when they owned the Texas Rangers. Just Laura, George and me...they were two of the most cordial and polite people I have ever met (and George has a GREAT sense of humor!). The signed scorecard is framed and hanging in my office!
PHONE: (704) 496-9522
7300 Carmel Executive Park Drive - Suite 215 - Charlotte, North Carolina 28226
Affiliated with Capital Investment Advisory Services, LLC
Securities Offered through Capital Investment Group, Inc. 200 E. Six Forks Road, Suite 200, Raleigh, NC 27609 (919) 831-2370
Member FINRA and SIPC
The Pendergraft Group
Planning and Asset Management, LLC
Telephone: (704) 496-9522
Think. Plan. Review.