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Get to Know

Charlotte Wertman

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Charlotte Wertman

Director of Communications

Charlotte brings her experience developing positive relationships to Fitzwilliams Financial. As director of communications, she uses her creativity to help ensure client needs are met and to develop new marketing strategies for the firm.

Charlotte has worked in financial services for the past five years and says the Fitzwilliams team’s values — integrity and kindness — make it a joyful place to work. She attended the Art Institute of Philadelphia, where she majored in graphic design.

Originally from Utah, Charlotte recently moved to Chesapeake from Pennsylvania. She and her husband, Michael, have three daughters. In her spare time, Charlotte enjoys interior design and cooking.