Broker Check
Charlotte Clegg Bradley

Charlotte Clegg Bradley

Financial Wealth Advisor

My passion is to empower my clients with a sense of security and confidence for their financial future. I truly enjoy getting to know each family on a personal level, listening to their unique circumstances, caring for their needs, and helping them reach their goals through customized financial plans.

Prior to my role at RWS, I worked at PIMCO in New York City where I helped thousands of advisors prepare asset allocations and construct portfolios for their clients. This gave me the opportunity to learn from some of the best leaders in the industry in the financial capital of the US. I currently hold my Series 7, 63, 65 and Claritas Investment Certification from the CFA Institute. I graduated from Bucknell University with a BSBA in Accounting and Financial Management and was selected to manage millions of dollars in the University’s endowment through the Student Managed Investment Fund.

Outside the office, I enjoy traveling and spending time outdoors with my husband, family, and friends. We attend Our Lady Star of the Sea Catholic Church and enjoy finding new ways to give back to my hometown/local community, Ponte Vedra, Florida.