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Charles Cavileer

Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.®
Agency Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(910) 427-7013(910) 427-7013
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Meet Charles Cavileer
Personal Business Philosophy
Building strong relationships by assisting clients in achieving financial goals while educating and providing solutions for retirement.
licensed in
MD, NC, SC, VA
professional background
Joined Bankers Life in 2009Began work in the Insurance Industry in 2009Education: Graduate of NC State University & UNC-Wilmington
designations received
Insurance Designations: Annuity Planning Professional: APP, Social Security Certification – The American CollegeFinancial Representative Designations: Retirement Income Certified Professional®: RICP®, Uniform Exam: Series 65
personal background
Community Involvement: Alzheimer's Association of Eastern NC, Youth Soccer Coach

Charles Cavileer, Bankers Life Agent and Bankers Life Securities Financial Representative in Wilmington, NC

9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(910) 256-2330(910) 256-2330
Direct Phone:
(910) 427-7013(910) 427-7013
charles.cavileer@bankerslife.com
Branch Info
1001 Military Ctf Rd
Ste 202
Wilmington, NC 28405
US
Hours
Day of the WeekHours
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed

Wealth Management Services

Whether you're building wealth, protecting your family, or preserving your assets, our wealth management services are tailored to your goals—now and for the long term.

Investment management

Receive expert guidance from financial advisors on asset allocation, market trends, and strategic decisions involving mutual funds and exchange-traded funds—tailored to your goals, risk tolerance, and time horizon.

Retirement planning

Create a personalized plan to help you save, invest, and generate income, bringing more clarity and confidence to your retirement years.

Education/College planning

Build a 529 plan funding strategy that ensures you're setting aside the right amount to support your children's or grandchildren’s education goals.

Cash flow planning

Track income and expenses to gain better control of your finances, so you can allocate excess cash toward your priorities and long-term goals.

Income planning

Design a reliable income strategy that supports your lifestyle—whether you're preparing for retirement or already enjoying it—using solutions such as variable annuities and other income-generating investments.

Insurance planning

Develop a protection strategy to safeguard your family and finances from the impact of unexpected life events, with solutions such as life insurance and long-term care insurance.

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Additional Products & Services Offered in Wilmington, NC

  • Life Insurance

    Find out how life insurance can help protect the financial security of you and your family.

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  • Medicare Supplement Insurance

    Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.

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  • Long-term Care Insurance

    Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.

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  • Annuities

    Learn how an annuity can help protect and grow your retirement savings.

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Financial Calculators & Tools

Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
Retirement Calculators (7)
Insurance Calculators (7)
For information and educational purposes only. Does not constitute investment advice or a recommendation.

Explore Medicare Advantage

You have many choices when it comes to Medicare – Let us help you compare Medicare Advantage plans to find the right coverage for you. Medicare Advantage (Part C) is an all-in-one alternative to Original Medicare Parts A and B.


Let's Talk About Your Plans for Long-Term Care!

As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?

Reviews

Reviews for Charles Cavileer

5.0
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(13 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great! Charles is a phone call away, when I need insurance or financial advise.


  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very personable, friendly, and so very helpful. I would recommend him to anyone who needs insurance help.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charles Cavileer came to our home to help with getting a medicare supplemental plan. He was so helpful explaining the different options. I highly recommend you speak to Charles Cavileer for your insurance needs.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service and answered questions I didn’t know to ask!!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charles and Cole Van de Riet were very professional, courteous, and answered all questions we had.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Absolutely the best customer service! He was so helpful in finding what we needed as far as supplemental and drug insurance for my husband who was turning 65. He made this confusing process so much easier. We had some questions about other things and he took his time to look into these things for us. So thankful to have been recommended to him!!!!!!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    He was always on time and was respectable and kind and knowledgeable
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very friendly, smart and knowledgeable.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Charles is a very professional agent
    Extremely helpful, always providing current information
    Consistently provides Excellent customer service
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Extremely knowledgeable
    Commuicates well
    Very receptive to questions
    Trustworthy
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Wonderful customer service!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    He always has my interest at heart! He helps me with any questions, interests, or anything I need help with. I completely depend on him, because he has always been there for me concerning anything I need help with.
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Extremely knowledgeable and easy to work with!
Displaying reviews 1 - 1 out of the 13 most recent

Frequently Asked Questions

Our Brands and Partners

Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.

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Insights From Charles
Making Life Insurance part of your “Life” story
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insu...
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
The Living Benefits of Life Insurance
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits...
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Make a Plan for your Long-term Care
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Benefits of Long-term Care Insurance
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Meet Your Financial Advisor

Let’s start with a conversation. I’ll take the time to understand your goals, values, and vision for the future. Give me a call at  or fill out the form. I’ll be in touch soon.

Act Now For Your Free No-Obligation Quote