Throughout his career in financial services, Charles (Chad) Pouliot has used his knowledge of investment and savings vehicles, and keen market acumen, to develop individualized financial plans for clients. He recently accepted the position of Senior Vice President with Procyon Wealth Partners, LLC, where he serves clientele that includes institutions as well as television personalities, professional athletes, private families, and executives from Fortune 500 companies. Chad Pouliot comes to this role following a decade of successful service with Merrill Lynch, where he began as a client associate and rose to Senior Vice President in global private wealth management.

While at Merrill Lynch, Charles (Chad) Pouliot enrolled in the Practice Management Development Program, graduating at the top of his class. He was subsequently invited to join Merrill Lynch's Circle of Excellence Club, the Chairman’s Club, and the President's Club. A three-time invitee to the firm's national summit for top-tiered advisors, Mr. Pouliot has been a top driver of net new affluent relationships in the Rockefeller Center Complex and was a leading producer of mortgage originations in the firm's East Coast region. In addition, he served as an optimal practice model advisor, a role in which he trained advisors in techniques of client service and opportunity identification.

Chad Pouliot held his Series 7 and 66 licenses from the Financial Industry Regulatory Authority (FINRA)and is currently a chartered retirement-planning counselor (CRPC). He holds a bachelor of arts in economics management from Ohio Wesleyan University.