About Me
Prior to becoming a financial advisor, I interned in the financial aid office of my college. There, I saw how proper financial planning can change the course of your entire life. I'm now a registered investment advisor representative holding FINRA Series 7 and Series 66 registrations as well as multiple states' life and health insurance licenses.
I became a financial advisor out of a passion for maximizing my own income and net worth. I love that I now get to be a fiduciary to do the same for my clients.
Outside my work with clients, I’ve traveled to more than 30 countries, and I love spending time in nature. On weekends, you'll find my husband and me sharing meals with neighbors and friends. A lesser-known detail about me: I collect perfumes and candles from around the world.
Charlotte Wall
Financial Advisor & Wealth Manager
443-837-2549
charlottewall@premierplanninggroup.com