Charlotte Patton joined Weston and Tuttle Wealth Advisors in 2007 and has provided clients advisory services for the last 12 years. In addition to working with clients to develop their financial plans, she oversees the administration of all accounts and customer service needs to our clients and actively monitors all accounts to ensure they are meeting our clients objectives.
Ms. Patton graduated from Loyola Marymount University in Los Angeles, California with a Bachelor of Arts in Business Management. Following university, she was a Project Manager for Marshall and Stevens Appraisal Company, overseeing large scale appraisal projects and she also served as a Financial Appraiser for Los Angeles area businesses.
Ms. Patton currently holds Series 7, 63 and 65 securities licensing. This further enhances her ability to provide more in-depth service to our clients at Weston and Tuttle.
A resident of Cameron Park, she enjoys spending time with her husband and three beautiful children in an active lifestyle of cycling, hiking and travel. She has served on the board of the El Dorado Community Foundation as well as the Marble Valley Center for the Arts and as a Girl Scout leader.