Celeste I. Renaldo, MBA, RICP®

Celeste I. Renaldo, MBA, RICP®

Associate Vice President Investment Officer - Financial Consultant

Phone: (704)-655-7686
Fax: (704)-655-9352
E-mail:
 
Education: The University of North Carolina at Charlott
Degree: Master of Business Administration, Concentration in Finance
Industry Experience: Since 1993
Wells Fargo Advisors Experience: Since 2002
Hometown: Easton, PA
Resides: Denver, NC
Charitable Interests:

Rotary Club of Denver Lake Norman

East Lincoln Christian Ministries

Day at the Lake

East Lincoln Rescue Park

Holy Spirit Catholic Church

Celeste brings more than two decades of business experience to the Davidson Wealth Management team, including health care management real estate development, business management and banking.  Celeste is dedicated to serving clients by listening first, then developing customized solutions to help them build, manage, preserve and transition their wealth.  Her extensive real estate and business experience is invaluable when helping clients manage both the asset and liability sides of their balance sheet.  Celeste has constructed, presented and implemented over 250 Envision® plans to assist our clients in evaluating, monitoring and pursuing their financial goals.

After raising her children, Celeste earned a bachelor's degree in business administration and an MBA from the University of North Carolina at Charlotte.

Celeste was named a Five Star Wealth Manager by Charlotte Magazine in 2013, 2014, 2015, & 2016.  This list honors an elite group of Charlotte area advisors, representing less than 7 percent of the wealth managers in the area.  In 2013, Celeste was recognized as one of the 50 most powerful women in Lake Norman by The Herald Weekly and Mooresville Weekly for work as a financial professional but also for her service to her community through The Denver Lake Norman Rotary Club.

Celeste has lived in the Charlotte/Lake Norman area for 37 years and is active in her community and in charitable endeavors.  Celeste has two children, Heather and Donald, and 6 grandchildren who also live in the area.  Celeste enjoys spending time with her family, Lake Norman activities and has a passion for Rotary International, currently serving as a CART district volunteer. .

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner's future performance. X,XXX [Market Name] wealth managers were considered for the award; XXX (X % of candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional's consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.