She began her career at Merrill Lynch, where she gained invaluable experience cultivating client relationships while working to help maintain high levels of client satisfaction. Charlotte continued to broaden her expertise at Wells Fargo Advisors, where she oversaw account maintenance for a diverse client base and fostered skill development by mentoring junior associates. She later brought her skills and insight to Greenberg & Rapp Financial Group, a multi-generational wealth advisory practice in the New Jersey area.

Charlotte holds a bachelor’s degree in business administration and marketing from Rowan University, where she laid the academic groundwork for her career in finance. With years of experience across leading firms in the industry, she is known for her thoughtful approach, clear communication, and collaborative problem-solving.

Originally from Kinnelon, New Jersey, Charlotte has strong roots in her community. She raised her three children in Kinnelon and is passionate about spending time with her family. Outside of her professional endeavors, Charlotte enjoys cooking and cherishes summers spent at the Jersey Shore