Charlotte Davis

Senior Client Service Associate

Each day, Charlotte works diligently to guarantee clients receive the highest caliber of service her team can provide. Loyal and caring, she applies her knowledge of the financial services industry to provide operational support and ensure that the office runs as smoothly as possible.

Before joining Raymond James with her team in 2015, Charlotte was employed with Davenport & Company and Wells Fargo for more than 15 years. Prior to that, she was employed as a sales assistant with J.C. Bradford for four years. Active in her community, Charlotte has served as president, vice president and treasurer with the American Business Women’s Association for the past 20 years.

A lifelong resident of Smithfield, when Charlotte isn’t at the office she can usually be found searching out a sunny spot at the beach.