Charlotte has a holistic and individualized approach to financial planning. She truly enjoys getting to know each family on a personal level, listening to their unique circumstances, goals, and concerns so she can properly care for their needs. Once she understands a client’s full picture, Charlotte is focused and dedicated to providing customized portfolios and carefully planned financial plans to help them reach their unique goals. Charlotte also specializes in aligning a client’s faith and values with their investments. Ultimately, seeing an empowered client who feels a sense of security and confidence in their financial future is what drives her passion as a financial advisor.
Prior to Charlotte’s role at RWS, she worked at PIMCO in New York City where she helped thousands of advisors prepare asset allocations and construct portfolios for their clients. This gave her the opportunity to work with some of the best leaders in the industry in the financial capital of the US. Charlotte currently holds her Series 7, 63, 65 and Claritas Investment Certification from the CFA Institute and graduated from Bucknell University with a BSBA in Accounting and Financial Management.
Outside the office, Charlotte enjoys traveling and spending time outdoors with her husband, family, and friends. She is a Ponte Vedra native, attends Our Lady Star of the Sea Catholic Church and enjoys finding new ways to give back to her hometown/local community, Ponte Vedra, Florida.