Charlotte is a Wealth Advisor with Heritage. Charlotte 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 has been an active member of The Junior League of Richmond since 2014.
Charlotte earned her Bachelor of Science from James Madison University. She is a Candidate for CFP® certification.