Chuck Hilliard
About Chuck Hilliard
Chuck Hilliard serves as Vice President of Investments at Wedbush Securities, focusing on tailored investment strategies that align with clients' lifestyle and legacy goals. He has extensive experience in wealth management and has worked with a diverse clientele, including C-suite executives and families, to achieve long-term financial performance.
Work at Wedbush Securities
Chuck Hilliard serves as Vice President, Investments at Wedbush Securities since 2017. In this role, he focuses on delivering consistent, repeatable, long-term performance for clients. He emphasizes total after-tax risk-adjusted returns and tailors investment strategies to align with clients' lifestyle and legacy goals. Hilliard's approach includes understanding investment ownership to manage client expectations effectively.
Education and Expertise
Chuck Hilliard studied at California State University, Fullerton, where he earned a Bachelor of Arts (B.A.) in Finance from 1992 to 1996. His educational background provides a strong foundation for his expertise in investment management. Hilliard specializes in advanced retirement cash flow projections and institutional quality portfolio management, which supports his ability to develop customized portfolio strategies.
Background
Before joining Wedbush Securities, Chuck Hilliard accumulated extensive experience in the financial services industry. He worked at Merrill Lynch in various capacities, including Senior Financial Advisor and Wealth Management Specialist, from 1996 to 2012. He also served as Branch Manager at H&R Block Financial Advisors from 2002 to 2006. His diverse background equips him to serve a wide range of clients, including C-suite executives and business owners.
Client Engagement and Strategy Development
Hilliard emphasizes the importance of incorporating input from clients' attorneys, accountants, and family members when building comprehensive financial strategies. He serves a clientele that includes active and retired C-suite executives, business owners, and multiple generations of families. This collaborative approach helps ensure that investment strategies are aligned with clients' overall financial goals.
Achievements in Financial Services
Throughout his career, Chuck Hilliard has developed customized portfolio strategies for families, corporations, and non-profit organizations across the United States. His focus on achieving total after-tax risk-adjusted returns has positioned him as a trusted advisor in the financial services sector. His commitment to understanding client needs and expectations has contributed to his success in the industry.