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Our Financial Professionals

Grace Advisory Group
CHARLES J. “CHUCK” BROCK II PHD, LUTCF, RFC, CSA - Vice President

*Charles J. “Chuck” Brock II
LUTCF

Vice President

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Chuck became Vice President of Grace Advisory Group in 2011, bringing a wealth of knowledge and experience to the company and to our clients.

He joined with a select group of the world’s leading experts from a variety of industries to co-write the book titled “More. Better.: The World’s Leading Experts Reveal How to Get More Out of Business and Life With Better Results.” Released in March 2013, the book quickly attained best-seller status on Amazon! His newest book "Transitioning to Retirement - the Myth, the Magic & the Reality" was published in 2015.

Although he was born in Michigan, Chuck was part of a military family, and his father’s career took them all over the country. They ultimately settled in Texas, where he completed high school and college. He earned his bachelor’s degree in business administration from the University of Texas. Later in his career, Chuck earned a master’s in logistics management.

After his undergraduate studies, Chuck served for seven years on active duty as an army officer in various assignments around the world. Following his time in the service, he spent five years with ALCOA as an area manager, district manager and then Southeast Area sales and marketing manager.

For the past 20 years, Chuck has been providing comprehensive wealth management for affluent individuals and families, with an emphasis on personalized service. He moved to Florida in 1996 to become the Fort Myers branch manager for Prudential.

Prior to joining Grace Advisory Group, Chuck also worked for Merrill Lynch and Morgan Stanley. Among his numerous credentials, he is a Life Underwriter Training Council Fellow and Registered Financial Consultant. Chuck also holds a number of securities licenses and has Florida life, health and variable annuity insurance licenses.

Chuck is an Honorary Admiral in the Texas Navy and a Kentucky Colonel, both honors awarded by the governors of those states. An active member of the Masons for over 25 years, Chuck is also very involved with the Shriners and served as the director of the Araba Temple in Fort Myers from 2005 to 2008. As a certified PADI Master Diver, he loves to explore the numerous wrecks off the Florida coast.

Chuck and his family live in Estero. His wife Dayna is a designer with California Closets, his son Joey attends Florida Gulf Coast University and his daughter, Roshelle, is living abroad in Australia.

*Investment Advisory Services offered through Grace Capital Management Group LLC, a Registered Investment Adviser.

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Gall Grace Advisory Group

Toll Free: 866-481-5550

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Serving clients throughout Florida

13450 Parker Commons Blvd.

Suite 103

Fort Myers, FL 33912

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