Chuck Shreve serves as the Director of Wealth Management at FB Financial Services, A Division of Fremont Bank . For over 28 years, he has been providing banking and investment services for high net worth individuals, and businesses in the bay area. He coaches and mentors his Team about financial planning best practices and wealth transfer strategies to deliver meaningful solutions to clients.
Chuck is a licensed leader holding his Series 7, Series 63, Series 66, Series 9, Series 10, Series 24 and his CA Life/Health licenses. All registrations are held with LPL.
Prior to joining Fremont Bank, Chuck was a SVP at Merrill Edge/Bank of America. A VP Manager at Fidelity Investments, a VP Manager at Ameriprise Financial in Campbell, a SVP Regional Sales Manager for USBancorp Investments in the 11 Western States. Chuck also led the investment subsidiary as a SVP of Bay View Bank, MoneyCare Inc. & led several other branches in the Bay Area. He earned his B.S. in Management from the University of Santa Clara.
Chuck is a native San Franciscan with 2 children, an active traveler and an avid golfer.