Charles (Chip) Wisner

Charles (Chip) Wisner

Charles (Chip) Wisner

Partner - Director of Investments and Trading
Collegeville, PA

Charles (Chip) L. Wisner III was formerly a first vice president – investment officer with Wells Fargo Advisors for 11 years, prior to which he worked with RCB Wealth Management and Morgan Stanley.

While Chip’s 31 years in the securities industry lend themselves to a broad range of financial knowledge, he focuses on individual stocks, bonds and hedging strategies. In terms of an investment style, Chip holds firm to the philosophy that investors must focus on risk before reward, which is to say that the consequences of being wrong must dominate the probability of being wrong.

He holds his Series 7, Series 63 and Series 65 registrations, also life, health, and disability insurance license. Prior to entering the financial industry, Chip studied at both Penn State University and Millersville University, where he received his BA in 1976. He then went on to teach in the Perkiomen Valley School District for two years before realizing his passion for wealth management.

As a financial advisor, Chip is dedicated to helping his clients meet their financial goals. Outside of the office, Chip is a prevailing supporter of the Disabled American Veterans and a contributing member to the Mayo Clinic Cancer Research Program. In addition to this, he enjoys fishing, adaptive skiing and woodworking. As a family man, Chip attends Calvary Chapel in Chester Springs with his wife, Nancy, two children and three grandchildren.

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