Client Relationship Specialist
Charlotte has over 20 years of experience in the financial planning industry and has been a Client Relationship Specialist at RegentAtlantic for the last 12 years. She interfaces with other team members, as well as directly with clients, to address their operational and procedural needs. Charlotte is the team liaison for RegentAtlantic’s custodian relationships for establishing and maintaining account management and facilitating client needs. She has a Bachelor of Arts Degree from Kent State University and is a Registered Financial Paraplanner®. Charlotte is dedicated to RegentAtlantic’s community participation and is involved with the Firm’s annual holiday initiative.