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CHARLES WINFREY

Owner, The Rollover Company, Inc.

Charles Winfrey is the CEO and owner of The Rollover Company, Inc., an independent financial advisory firm based in Nashville, Tennessee.12 He founded the company in 2001, which has been serving clients throughout the country for over two decades.2 Winfrey has been in this role for approximately 26 years, having started the company in January 1999.5

Professional Background

As a senior advisor at The Rollover Company, Winfrey focuses on helping clients work toward their retirement goals.4 The firm specializes in retirement income planning, offering services such as asset protection, wealth accumulation, and tax planning.2

Personal Life

Winfrey describes himself as a husband, father, entrepreneur, philanthropist, and wealth preserver.6 He is also an author, having written five books, and a TV personality.6

Education and Achievements

Winfrey attended Belmont University.5 His company, The Rollover Company, Inc., has been accredited by the Better Business Bureau (BBB) since October 10, 2017, and has been in business for 16 years.1

Additional Information

Winfrey is active on social media platforms such as LinkedIn and Instagram, where he shares insights on finance and legacy planning.36 He is also the founder and CEO of Winfrey Wealth Management.6

Highlights

Oct 10 · bbb.org
The Rollover Company, Inc. | BBB Business Profile
The Rollover Company | Nashville Retirement Income Planning.
The Rollover Company | Nashville Retirement Income Planning.

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CHARLES WINFREY
CHARLES WINFREY, photo 1
CHARLES WINFREY, photo 2
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Location

Nashville, Tennessee, United States