Chartwell is pleased to expand the firm’s ownership team by adding eight new shareholders. The individuals are instrumental in supporting Chartwell's vision to be the most highly respected and sought-after financial advisory firm serving the middle market.


The ESOP Association – Southwest Chapter Spring Conference

March 31, 2022

Southlake, Texas


Chartwell is a proud sponsor of this event!

Join Steve Nelson as he presents “Current Events and Your ESOP” at this in-person meeting for members of the Southwest chapter of The ESOP Association. Jeff Anderson and Marissa Semple will also be in attendance. Register here.

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