Accountant Directory

Meet the people behind our personal attention. We deliver each of our services through a team of financial professionals who adhere to the highest standards of our industry. When you become a DMJ & Co., PLLC client, everyone on our team works for you.

Contact one of

our professionals today.  

Accountant Directory

Meet the people behind our personal attention. We deliver each of our services through a team of financial professionals who adhere to the highest standards of our industry. And when you become a DMJ client, everyone on our team works for you.

Professional Designations & Licenses

  • Certified Financial Planner (CFP®)
  • Chartered Financial Consultant (ChFC)
  • Series 7, 63 and 66 Securities Licenses

Education

  • Guilford College

Charles E Carrick, ChFC, CFP®

Partner, DMJ Wealth Advisors | Greensboro, NC

P: 336.275.9886 | F: 336.292.6695

Chuck Carrick is the partner responsible for DMJ Wealth Advisors, LLC. He brings over 20 years of financial planning experience to the firm. He believes in taking a disciplined and structured approach to investment planning.

Many of our clients have done all the right things but they don’t have confidence in understanding if their plan will take them through retirement. In addition, they may have many other family planning goals that need to be addressed. Our responsibility is to assist our clients in developing a comprehensive approach to these issues. We want to ensure there is greater clarity in understanding where our clients are now and the barriers they might face in the future. The financial plan then drives the investment process.

Chuck is a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC). He also holds Series 7, 63 and 66 securities licenses. He is Life and Health Licensed in North Carolina. He graduated with honors from Guilford College in Greensboro North Carolina. Chuck is married with one child and resides in Greensboro.

Chuck is licensed in AL, CA, CO, FL, GA, IL, MD, NC, OR, PA, SC, and VA.

Advisory Services offered through DMJ Wealth Advisors, LLC, a Registered Investment Advisor. Securities offered through ProEquities, Inc., a registered broker-dealer, member FINRA/SIPC.  DMJ Wealth Advisors, LLC and ProEquities, Inc. are independent entities.

Looking for a specific DMJ professional?

Charles E Carrick, ChFC, CFP®

Partner, DMJ Wealth Advisors | Greensboro, NC

P: 336.275.9886 | F: 336.292.6695

Chuck Carrick is the partner responsible for DMJ Wealth Advisors, LLC. He brings over 20 years of financial planning experience to the firm. He believes in taking a disciplined and structured approach to investment planning.

Many of our clients have done all the right things but they don’t have confidence in understanding if their plan will take them through retirement. In addition, they may have many other family planning goals that need to be addressed. Our responsibility is to assist our clients in developing a comprehensive approach to these issues. We want to ensure there is greater clarity in understanding where our clients are now and the barriers they might face in the future. The financial plan then drives the investment process.

Chuck is a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC). He also holds Series 7, 63 and 66 securities licenses. He is Life and Health Licensed in North Carolina. He graduated with honors from Guilford College in Greensboro North Carolina. Chuck is married with one child and resides in Greensboro.

Chuck is licensed in AL, CA, CO, FL, GA, IL, MD, NC, OR, PA, SC, and VA.

Advisory Services offered through DMJ Wealth Advisors, LLC, a Registered Investment Advisor. Securities offered through ProEquities, Inc., a registered broker-dealer, member FINRA/SIPC.  DMJ Wealth Advisors, LLC and ProEquities, Inc. are independent entities.

Professional Designations & Licenses

  • Certified Financial Planner (CFP®)
  • Chartered Financial Consultant (ChFC)
  • Series 7, 63 and 66 Securities Licenses

Professional & Community Involvement

Education

  • Guilford College

Looking for a specific DMJ professional?