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Charlotte Stallings has worked for years to help regular people understand and successfully manage their financial lives, with a special focus on women and families. She brings to this effort an extensive background in investment and business management combined with a remarkable ability to use everyday language to convey complex financial issues. Her goal throughout is to help people succeed and realize their dreams.
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 for women and Investing Issues.
Charlotte Stallings gained expertise in the nuts and bolts of business, sales, marketing and leadership 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.
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 Stallings holds Series 7 and 63 NASD securities licenses, and earned a bachelors degree in business and communications from the University of Minnesota.
Charlotte Stallings 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", was published in 2006. She has made appearances on CNN and other national and regional media outlets.