Charlotte

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Charlotte Stallings

When it comes to money and investing, Charlotte Stallings is a breath of fresh air! Her energy and vibrancy change a potentially dry and overwhelming topic into an exciting journey. She travels the country giving money talks on the importance of getting a handle on the money side of your life, and how to make better money decisions. She is hilarious and informative all at the same time – helping you make more sense of your cents! Charlotte is the motivator to help you build your own financial empire

A former Vice President of Investment Strategies at Ameriprise Financial, she developed a national initiative to provide investment and financial planning advice geared specifically to women. She served as the firm’s National Spokesperson on Women and Investing Issues. Charlotte gained expertise in the nuts and bolts of business: sales, marketing and leadership from her years at powerhouse corporations such as US Banks, Xerox and over 20 years at American Express. By taking risks, making mistakes and gathering information, she grew into the kind of expert that you can trust

Many financial experts toss around enough jargon and big terms to make you dizzy, but not Charlotte. She has a knack for sharing even the most complex business and investment concepts in a thoroughly understandable way. She speaks at a level that anyone can understand and relate to. “It doesn’t seem so scary when Charlotte tells you how. She’s engaging, confident and fun.” As a member of the ‘sandwich generation’ – baby boomers charged with caring for themselves, their children and their parents – Charlotte gets it! She is acutely attuned to the financial needs and challenges facing today’s families. Her goal is to teach people how to avoid money mistakes and move from mindlessly spending money to saving and growing it, and creating a wealthy future at the same time.


Charlotte’s programs:

Getting Smart About Money

What Do You Bring to the Table?

Leadership Is A Choice.

Today Doesn’t Dictate Your Tomorrow!


Charlotte FACTS:

She is also a member of the National Speakers Association.

Charlotte has made appearances on CNN and other national and regional media outlets. She is a regular guest on Houston’s FOX 26 Wake Up Money morning television segment.

Watch for Charlotte’s new book, I Wish Someone Had Told Me: Financial Lessons Learned the Hard Way to be in bookstores and online retailers soon!

A very little known fact: “I am a twin, but unfortunately my sister died at birth. I feel so blessed and privileged to be here. Lucky for the world there’s only one of us to contend with!”


You Can Quote Her:

“Sometimes a fence of familiarity can keep us from achieving our financial goals. Climb over the fence, knock it down, or disassemble it – plank by plank – to improve your financial life.”

“Only loan what you can afford to give away.”

“Budget isn’t a cuss word!”


Connect With Charlotte:

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Charlotte’s Website: www.charlottestallings.com


See Charlotte In Action:


Charlotte Blogs On:

Money, Personal Finance, Investing, Success, Leadership, Women & Money



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