Join us for some sips, nibbles and some candid talk about our relationship with money! 

If that makes you blush, don’t worry, we’ll have a financial advisor and expert Charlotte Galamb from Raymond James to facilitate the talk about money mindset and your money story – what it is, why it matters and how to change it.

Charlotte Galamb is a Raleigh Native, and a nerd for the psychology of money and real life application. She advises families around the triangle in investments, wealth preservation and of course, money mindset.

ABOUT THE SPEAKER

Charlotte Galamb is a Financial Advisor with Raymond James, in the firm’s Raleigh office. Charlotte believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and she is deeply committed to helping her clients pursue their long-term financial goals. She provides a comprehensive approach to custom personal investment planning, 401ks, restricted stock, incentive and non-qualified stock options, liability management, tax planning, trust planning, and wealth transfer to business owners, software executives, and retirees.

Prior to beginning her career in financial services in 2019, she worked as a marketing consultant for online education companies and small businesses in North Carolina and Virginia. She received her undergraduate degree from University of Lynchburg (previously Lynchburg College).

Originally from Raleigh, NC, she is active in the community as a volunteer for organizations such as Headcount, Cause for Paws, and is a passionate supporter of the National Kidney Foundation. Charlotte and her fiancé, Ryan, live in Cary with their rescue dog Dampier.

CHILDCARE

Childcare is not currently available for this event. If you are interested in attending this event but need childcare, please reach out to Alison.