Charlotte Fox is a Wealth Advisor at Heritage Wealth Advisors. She is immersed in client relationships and committed to building trust both with clients and within the team.

She feels strongly about continuous financial education and encourages women to be part of the wealth planning process within their families and marriages. It is her personal mission to challenge the narrative that only men handle the finances and ensure that women are an active part of these conversations.

Prior to her role at Heritage, Charlotte spent 10 years at a large broker/dealer, serving thousands of clients and ensuring operational efficiency behind the scenes.

Charlotte is an active member of The Junior League of Richmond and a Board Member-At-Large with the Financial Planning Association of Central Virginia. She also is the lead representative for Heritage on the Women Executives in Business (WEB) organization and is an ouRVA member through the Community Foundation.

Charlotte earned her bachelor’s degree from James Madison University and is a candidate for CFP® certification. She was recently awarded the Dalton Education Diversity Scholarship and the Financial Planning Association’s Diversity Award.

She devotes her free time to her son, Beau. Charlotte expresses herself through varied creative pursuits, including collecting and crafting art from oyster shells and painting.