Charlotte is the Director of Client Events for the Sarasota branch of Wealth Strategies Partners.  With decades of experience in servicing and organizing, she works closely with our President & CEO Paul Allen, tailoring events towards the interests of our clients.  She enjoys focusing on women’s unique needs and how to set-up their “Financial House” accordingly.  Charlotte believes it’s an exciting time for women to get involved and realize that it’s more than just investing and retirement.  She is a ballroom dancer, tennis player and likes the adventures of traveling.