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Charles E. Hunter III
Senior Wealth Advisor & Portfolio Manager
Office: 540.344.4422
Email: chunter@levelfourfinancial.com
With a B.S. in Economics from Hampden-Sydney College (1973), Charles E. Hunter III brings over 50 years of professional experience, including 10 years in commercial banking at Dominion Bankshares and more than 40 years in the financial investment industry.
He currently works with Mid-Atlantic Securities/Level Four Financial. He holds Series 7, 63, and 65 securities licenses, which authorize him to trade securities and offer investment advice, and he is also licensed for life and annuities.
In community service, Hunter served 14 years on the Economic Development Authority for the City of Roanoke, including 8 years as Chairman. During his tenure, he contributed to key initiatives supporting local business growth and economic revitalization.
Hunter's financial planning team tailors plans to each client's goals and risk tolerance, offering services including:
- Wealth management
- Investment and portfolio analysis
- Retirement planning, including Social Security, rollovers, insurance, and annuities
- Estate and legacy planning with tax-efficient strategies
- Educational savings strategies like 529 plans
Trust, integrity, and a commitment to putting the client's best interests first are foundational to Hunter's work. This principle is especially critical in financial services, where clients rely on trusted guidance to achieve their most important life and financial goals.
Roanoke Office: 2217 Crystal Spring Ave, Roanoke, VA 24014
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Reach out to discuss how we can help you achieve financial confidence—whether planning for retirement, protecting wealth, or transitioning your business.
