Charlotte joined Davenport & Company in March 2011, and later joined Calliott, Demeter & Harrell Investment & Wealth Advisors as a Registered Client Service Associate. Charlotte is Series 7 registered with the Financial Industry Regulatory Association (FINRA).
In her free time, Charlotte enjoys running, attending concerts, and traveling. She cherishes time with her husband Brian and their two sons, Sean and Sam, along with her dachshunds Bella & Oliver.