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<h1>Engage<br>Advisors<br>Team</h1>

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Charlie Smith

Senior Accountant

(727) 724-0949

Charlie Smith is a senior accountant with over 20 years of experience and a bachelor’s degree in accounting from The Citadel in Charleston, South Carolina. He enjoys mathematics, and numbers, helping clients grow their businesses and track their financial growth. Charlie helps to prepare clients’ accounting work and looks for areas to maximize business deductions to reduce the tax owed to the government.

Charlie mentions one of his favorite things about his career is the staff that makes it a joy to come to work every day, even in the busier times of the year. He is also proud of his continuing education over the years and tax review classes.

Charlie’s family owns three horses, and he can be found horseback riding, watching movies and being outdoors in his free time. He admires his dad because of all that he has accomplished in his life through his hobbies, family life and career.

Engage Advisors

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Kansas City
7285 W 132nd St, Suite 140
Overland Park, KS 66213
913-681-1350
San Diego
2020 Camino Del Rio North, Suite 610
San Diego, California 92108
619-299-6161
Chicago
1 Tower Lane, Suite 2050
Oakbrook Terrace, IL 60181
708-447-8399
Tampa
1799 N Belcher Road, Suite A
Clearwater, FL 33765
727-724-0949

Disclosure: Engage Wealth Advisors, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Engage Wealth Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Engage Wealth Advisors, LLC unless a client service agreement is in place.

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