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Our mission is to inspire our clients to make informed financial decisions through ample information, clear communication and excellent customer service, all while exceeding their expectations. The Rollover Company helps friends and neighbors throughout the greater Brentwood area work toward their financial goals through the use of insurance and investment products. We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies. With The Rollover Company, helping you meet your financial needs is our first priority.

It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

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CHARLES WINFREY

Charles E. Winfrey, Jr., CSA, RFC

Charles E. Winfrey, Jr. is a nationally recognized Financial Educator, Author, Speaker and Retirement Planner, whom you may have seen in NBC, ABC, and CBS network affiliates and CNBC, Bloomberg Business, Yahoo Finance, Market Watch, Nashville Business Journal, Investing Daily and others.

As the Author of Seven Secrets to Financial Success, Rollover Mistakes Retirees Make, Confident Retirement, and Reduce Your Taxes Now Charles has touched tens of thousands with his financial wisdom and systems.

As Founder and CEO, Charles and his team at The Rollover Company, Inc. have been showing business owners, executives, women-on-their-own and pre-retirees how to preserve, protect and pass on their wealth for over 20 years.

Charles created The Abundant L.I.F.E. Wealth Process™ out of his passion to help people more fully enjoy their hard-earned wealth. He knows that money is a two-edged sword. Mismanagement can produce devastating consequences. Proper stewardship can yield great results.

It doesn’t take long with Charles Winfrey to see why people trust their money and their future to him. He is a warm and passionate communicator with a “down-home” style who loves to share his financial wisdom and insights as a Keynote Speaker to many organizations as well as with the public through his ongoing Public Seminar/Webinar Series- How to Reduce Income & Estate Taxes on Your IRA, 401(k) and Pension.

A native of Nashville, Charles graduated from the University of Memphis with a major in Finance. Charles also graduated from the Certified Financial Planner Program at Belmont University.

In addition, Charles shares his leadership experience as a member of Finance Committee of The Boy Scouts of Middle TN, The 100 Black Men of Middle Tennessee, Inc, Kappa Alpha Psi Fraternity and Lane College Board of Trustees. Charles has been recognized for his work in the financial services industry by being named one of the “Top 40 Under 40” by the Nashville Business Journal and as one of Music City’s 100 Most Leading African Americans.

Charles has been married to Nancy since 2001 and they have two teenage children, Charles Everett and Lauren Grace. They enjoy reading and traveling, but they enjoy spending time with their children even more.