Charlie works closely with clients to develop wealth management plans and set financial goals while focusing on accumulating, protecting and transferring wealth. She has worked with Pete Milward since 1980 and Grayson Prillaman since 1996. In 2007, she joined Davenport along with Pete and Grayson as part of the Milward-Prillaman Group. Her investment industry career began in 1978 in the Roanoke office of J.C. Bradford & Co. She was promoted to operations manager in 1983 and was instrumental in growing the office into one of the largest in the Roanoke market. She remained part of the firm’s management team through various mergers until it became UBS Financial Services.
An active member of her community, Charlie has volunteered in various capacities with numerous schools and sports organizations. As a single mother, she has devotedly raised her children Jenny, Jessica and Matt. In her free time, she enjoys cooking, reading and gardening.