Charlotte Myers

Charlotte Myers is a member of the Client Service and Operations team at Stonemark Wealth Management. She joined the firm after graduating cum laude from California State Polytechnic University, Pomona, with a Bachelor’s degree in Business Administration and a concentration in Management and Human Resources. Before beginning her career in wealth management, Charlotte cultivated strong client service expertise in the construction industry, where she served as a project manager. Her background allows her to combine operational efficiency with a steadfast dedication to client satisfaction. Outside of the office, Charlotte enjoys connecting with family and friends, discovering new music for her playlists, and dedicating time to her physical wellness.