As a Client Service Associate, Charlotte provides support to the Director of Fiduciary Services and portfolio managers. She serves as a point of contact for clients and works closely with accountants, insurance agents, and attorneys to provide holistic wealth management services to clients. Charlotte also assists in the implementation of firm-wide fiduciary projects and is responsible for account administration.
Charlotte joined Boston Financial Management in 2012. She has over 20 years of experience as a Trust Administrator and Client Relationship Officer in the Private Wealth Management divisions of Wells Fargo, U.S. Trust, and Fleet Boston. Previously, she was an Administrative Assistant with Foley Hoag, LLP for six years in their Trust & Estates group.