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Biography

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.

Learn more about my practice.

Education

  • BSBA in Accounting and Financial Management from Bucknell University

Highlights

  • Pastoral Council Member of Our Lady Star of the Sea Catholic Church

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.