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Charlotte Fox, CFP®, CAW™

Charlotte Fox, CFP®, CAW™

Financial Advisor

After graduating from James Madison University in 2011, Charlotte began her career in the Financial Services industry at a large broker-dealer. Charlotte is a CFP® practitioner as well as a Certified Advisor for Women™. She also holds the Life and Health License, and FINRA Series 7 and Series 66.

Charlotte serves as the Women in Finance Chair for the Financial Planning Association of Central Virginia. A 2023 recipient of the Financial Planning Association’s Diversity, Equity, and Inclusion award, Charlotte is committed to promoting diversity in the financial field. She is also a longtime member of the Junior League of Richmond and sits on the Finance Committee for Orchard House Middle School.

Charlotte is a Richmond native and lives in the Near West End with her son, Beau.