Charles-Welsh

Kansas City Office Information

Kansas Office
11900 College Blvd.
Suite 200
Overland Park, KS 66210

Phone: (913) 901-3282

Hours: 8:00 a.m. to 5:00 p.m.

Charles Welsh, CFP®

Wealth Management Advisor

Direct Phone

(913) 901-3282

Email Address

charles.welsh@centraltrust.net

Charles has over 30 years of experience in the financial services industry. Areas of experience include asset management and distribution, fintech, and M&A.

Charles’ primary responsibilities at Central Trust Company include developing new relationships with prospective clients, deepening existing relationships, and matching wealth management needs with the expert services available at Central Trust Company. These customized wealth management solutions include investment management, trust and estate planning services, retirement and tax planning, along with 401(K) and other business retirement plan services.

Education & Certifications

  • Bachelor of Science in Business Administration, Rockhurst University
  • Masters in Business Administration, Rockhurst University
  • CERTIFIED FINANCIAL PLANNER professional (CFP®)

Interests & Activities

Charles is an active member in the Olathe, Kansas Community. Outside of work, Charles enjoys traveling, playing golf, hiking, water and snow skiing, and spending time with his wife and three sons.

Our Kansas City Team

Charles-Welsh

Charles Welsh, CFP®

Wealth Management Advisor
Hamilton-Trinidad

Hamilton Trinidad, AFIM®, APMA®, AWMA®, CMFC®

Senior Vice President & Kansas City Market Executive
Ken Frevert

Ken Frevert, MBA, AWMA®

Senior Vice President & Senior Portfolio Manager, Kansas City Location Manager
Melanie Holland

Melanie Holland

Vice President & Relationship Manager