Charlotte is a Wealth Advisor with Heritage and serves existing and new client relationships in the areas of tax preparation, financial planning, and estate planning in our Richmond, VA office.
Prior to joining the team, she spent 10 years as a Registered Senior Wealth Management Associate at a large broker-dealer serving clients in a variety of capacities. She earned her bachelor’s degree from James Madison University. She is a Candidate for CFP® certification.
Charlotte has been an active member of The Junior League of Richmond since 2014. She also acts as a Board Member-At-Large with the Financial Planning Association of Central Virginia, concentrating her efforts on the Women in Finance Committee.