Charlie Mueller

Charlie Mueller

President, SW Florida Region

Northern Trust
Yes 4001 Tamiami Trail North
Naples, FL 34103

 

Call: 293-262-8800

EXPERIENCE

As the President of the West Florida Region for Northern Trust, Charlie is responsible for leading the delivery of holistic advice and client service through investment, fiduciary, banking and wealth planning professionals.

He has over 30 years of experience in serving business owning families, corporate executives, professionals, not-for profits and other wealth owners in a variety of wealth management and commercial banking roles.

Most recently Charlie led the Advisory Services Practice at Northern which are capabilities that help clients fulfill their intent through Trust, Estate Settlement, Guardianship, Wealth Planning, Philanthropy, Family Education and Governance, Real Estate, Family Business and Oil, Gas and Minerals services.

EDUCATION

Charlie graduated with honors from the University of Illinois College of Commerce and Business Administration in Urbana-Champaign in 1982 with a B.S. degree in Finance.

CREDENTIALS

He holds the certifications of Certified Trust and Financial Advisor, CTFA and the Certified Private Wealth Advisor, CPWA.

INTERESTS

Charlie is married to his wife, Toni of 34 years. Toni is a Certified Naturalist They have two children Charlie, a Physicist, and Katherine, a Nurse. Charlie is an avid pilot and enjoys flying on weekends. He also enjoys fishing, sporting clays, kayaking, hiking, golf, reading, travel.

EXPERTISE

Charlie's expertise is his ability to bring together specialists from multiple disciplines in a highly coordinated manner to help clients achieve their goals through the lifecycle of their wealth.

His three decades of experience help him identify the key issues and planning opportunities and lead a collaborative process between clients and their investment, tax, estate, financial planning, insurance and other advisors to achieve the best outcomes.

COMMUNITY INVOLVEMENT

Post Trustee and Board Chair, The Nature Conservancy, Illinois Chapter, Chicago, Illinois. Post Trustee and Grant Committee, DuPage Foundation, Downers Grove, Illinois. Post Trustee Steppenwolf Theatre Company, Chicago, Illinois. Post Trustee and Board Chair, Lifeline Pilots, Inc., Peoria, Illinois Post Commissioner and Board Chair, The Butterfield Park District, Lombard, Illinois

Board Member Naples Zoo

Task Force on Sea Level Rise, Conservancy of Southwest Florida.

3 THINGS PEOPLE ASK ME

  • Why have you spent almost your entire career in wealth management at Northern Trust?
  • What are the best practices that client's like me employ to accumulate, preserve and transfer wealth as effectively as possible?
  • What is the most overlooked area of effective wealth management?

About Northern Trust

Northern Trust provides asset management, investment advisory, asset servicing and wealth management solutions to the world's wealthiest individuals, families and institutions. Enabled by sophisticated technology and exceptional service, Northern Trust is a global banking and financial services leader.

For more than 125 years, communities around the globe have turned to Northern Trust for effective guidance and solutions across a broad spectrum of complex issues. With meaningful insights, outstanding service and depth of experience Northern Trust can help you achieve greater.

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