Charlotte A. Ralston is the firm’s Director of First Impressions and assistant to the firm’s president, Cubby Bice. Charlotte had worked for approximately 10 years in customer service and hospitality management positions with Marriott International, before joining the Bice Wealth Management team in March of 2015. Charlotte was born in San Antonio, Texas and her family relocated to Mooresville, North Carolina when she was a young age. She now resides in Statesville. Charlotte's duties include general client services, event planning, meeting planning, public relations, scheduling, marketing, and travel coordinating.
Charlotte is not registered with SagePoint Financial, Inc.