Charity Helvie, Paraplanner


Rejoined in 2020

About Charity

Charity is from Knoxville, Tennessee. She holds a Bachelor of Science degree in Business from the University of Phoenix. She holds her FINRA Series 7 and 66 registrations through LPL Financial. From 2001 until 2009, Charity originally worked with Benchmark as an assistant and advisor but then left to raise her children. She rejoined the firm in January 2020 and serves as Nancy’s paraplanner.

Charity and her husband, Scott, love spending time with their son, daughter, son-in-law, and grandson. Her hobbies include health and fitness, traveling, reading, and learning about the Enneagram.

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