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Charlis Wright

Charlis Wright

Financial Advisor

Charlis Wright joined South Carolina Federal Investment Solutions, through CFS*, in 2023 as a financial advisor. She brings two decades of experience in the insurance field, and previously worked for Edward Jones Investments as a financial advisor. Charlis specializes in financial planning, wealth management, retirement planning, education planning, surviving spouse planning, long-term care planning, risk management, and generational wealth.

Charlis is committed to providing clients with the tools and guidance they need to live an abundant life. She is an active member of her community and frequently participates in local theater, Junior League, and school volunteer efforts. Charlis also enjoys serving on the Parent Teacher Student Organization and School Improvement Council.