Charlie Calvin

Mr. William C.
Calvin is an Executive Vice President, Partner & Managing Director at Haven Wealth Group LLC.
He is also the Co-Founder of the firm.
Mr. Calvin brings over 25 years of diverse and comprehensive investment experience to the Haven Wealth Team.
His leadership, lending and relationship management skills were sharply honed throughout his two decades with Wells Fargo, where he served in Senior Management roles.
He was employed a Senior Relationship Manager in the Middle Market Lending Group, Manager of multiple lenders and support employees as the Head of the Business Banking Group for the entire Houston area, Manager of 18 lenders and 40 support employees in the establishment and operation of the first statewide Consumer Loan Center and Manager of lenders and support employees in the workout of 2,000 toxic assets in the Diversified Asset Group.
Mr. Calvin holds a Bachelor’s of Business Administration degree with a major in Finance from the University of Houston.
He earned his Series 65 designation in 2009.