Charlotte is a Wealth Manager, Team Lead within SageView Advisory Group’s Centralized Advisory Services. She is dedicated to educating individuals on their current financial plans and assisting clients in achieving their long-term goals. As Team Lead, she mentors a team of advisors to foster outstanding relationships with clients. Her team services clients by delivering a full range of personal financial planning and investment management needs.
Charlotte is based out of Dallas, TX but resides in Knoxville, TN. Outside of work she enjoys spending time with her two children who are avid soccer players and girl scouts. She loves traveling, cooking, and enjoying the outdoors.
Prior to joining SageView, Charlotte worked for Bank of America and Colonial Bank. Charlotte graduated on the Dean’s List from East Tennessee State University with a bachelor’s degree in communications. She is a CERTIFIED FINANCIAL PLANNER® .