Book Charlotte Stallings

Charlotte Stallings, Vice President – Investment Strategies, American Express, is an investment strategies expert.

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Charlotte Stallings Bio

Charlotte Stallings is the President and CEO of Getting Smart! LLC a professional speaking, training and consulting firm that shows people how to get smart about money, selling and success.A former Vice President of Investment Strategies, 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, Charlotte Stallings grew into the kind of expert that you can trust.Charlotte has a knack for sharing even the most complex business and investment concepts in a thoroughly understandable way. As a member of the “sandwich generation” – baby boomers charged with caring for themselves, their children and their parents – Charlotte is acutely attuned to the financial needs and challenges facing today’s families. Her goal is to help people understand money and investing, and show them how to structure their financial lives and investment portfolios to achieve their dreams.Charlotte holds Series 7 and 63 NASD securities licenses, and earned a bachelors degree in business and communications from the University of Minnesota.Charlotte has made appearances on CNN and other national and regional media outlets.Charlotte is a member of the National Speakers Association (NSA), and she serves on the Board of Directors for the Houston NSA Chapter. She resides in Houston, Texas with her husband and young daughter.Charlotte’s book, I Wish Someone Had Told Me: Financial Lessons Learned The Hard Way, will be published in 2006.Contact a speaker booking agent to check availability on Charlotte Stallings and other top speakers and celebrities.


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