Charlotte Clegg Bradley

Charlotte is a Principal and Wealth Advisor for the Florida Region at Cerity Partners. She specializes in investment advisory and wealth management for high-net-worth individuals and families as well as institutions. Charlotte has a passion for empowering clients with a sense of security and confidence for their financial future. She truly enjoys getting to know each client on a personal level, listening to their unique circumstances, caring for their needs, and helping them reach their goals through customized financial plans.

Before joining Cerity Partners, Charlotte was a Wealth Advisor at Retirement Wealth Specialists where she managed portfolios and provided financial advice for high-net-worth individuals and families as well as institutions. Earlier in her career, Charlotte worked at PIMCO in New York City, guiding hundreds of advisors regarding asset allocation, fund selection and overall market themes.

Outside of work, Charlotte enjoys spending time outdoors with her family in Ponte Vedra Beach, FL and playing tennis.