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Charlotte Stallings

Personal Finance & Investment Expert; CEO of Speaking, Training, and Consulting Firm Getting Smart! LLC; Former VP of Investment Strategies at Ameriprise

Personal Finance & Investment Expert; CEO of Speaking, Training, and Consulting Firm Getting Smart! LLC; Former VP of Investment Strategies at Ameriprise

Travels From Travels From:
Houston, TX, USA
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Charlotte Stallings Biography

Charlotte Stallings is the President and CEO of Getting Smart! LLC a professional speaking, training and consulting firm that shows people how to get smart about money, selling and success.

A former Vice President of Investment Strategies, she developed a national initiative to provide investment and financial planning advice geared specifically to women. She served as the firm’s National Spokesperson on Women and Investing Issues.

Charlotte gained expertise in the nuts and bolts of business: sales, marketing and leadership from her years at powerhouse corporations such as US Banks, Xerox and over 20 years at American Express. By taking risks, making mistakes and gathering information, Charlotte Stallings grew into the kind of expert that you can trust.

Charlotte has a knack for sharing even the most complex business and investment concepts in a thoroughly understandable way. As a member of the “sandwich generation” - baby boomers charged with caring for themselves, their children and their parents - Charlotte is acutely attuned to the financial needs and challenges facing today’s families. Her goal is to help people understand money and investing, and show them how to structure their financial lives and investment portfolios to achieve their dreams.

Charlotte holds Series 7 and 63 NASD securities licenses, and earned a bachelors degree in business and communications from the University of Minnesota.

Charlotte has made appearances on CNN and other national and regional media outlets.

Charlotte is a member of the National Speakers Association (NSA), and she serves on the Board of Directors for the Houston NSA Chapter. She resides in Houston, Texas with her husband and young daughter.

Charlotte's book, I Wish Someone Had Told Me: Financial Lessons Learned The Hard Way, will be published in 2006.

Charlotte Stallings Videos

FAQs on booking Charlotte Stallings

  • How do I book Charlotte Stallings to speak at my event?

    Our experienced booking agents have successfully helped clients around the world secure speakers like Charlotte Stallings for speaking engagements, personal appearances, product endorsements, or corporate entertainment since 2002. Click the Check Availability button above and complete the form on this page to check availability for Charlotte Stallings, or call our office at 1.800.698.2536 to discuss your upcoming event. One of our experienced agents will be happy to help you get speaking fee information and check availability for Charlotte Stallings or any other speaker of your choice.
  • What are the speaker fees for Charlotte Stallings

    Speaking fees for Charlotte Stallings, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. The estimated fees to book Charlotte Stallings are for live events and for virtual events. For the most current speaking fee to hire Charlotte Stallings, click the Check Availability button above and complete the form on this page, or call our office at 1.800.698.2536 to speak directly with an experienced booking agent.
  • What topics does Charlotte Stallings speak about?

    Charlotte Stallings is a keynote speaker and industry expert whose speaking topics include Business, Economy and Finance, Finance, Sales.
  • Where does Charlotte Stallings travel from?

    Charlotte Stallings generally travels from Houston, TX, USA, but can be booked for private corporate events, personal appearances, keynote speeches, or other performances. For more details, please contact an AAE Booking agent.
  • Who is Charlotte Stallings’s agent?

    AAE Speakers Bureau has successfully booked keynote speakers like Charlotte Stallings for clients worldwide since 2002. As a full-service speaker booking agency, we have access to virtually any speaker or celebrity in the world. Our agents are happy and able to submit an offer to the speaker or celebrity of your choice, letting you benefit from our reputation and long-standing relationships in the industry. Please click the Check Availability button above and complete the form on this page including the details of your event, or call our office at 1.800.698.2536, and one of our agents will assist you to book Charlotte Stallings for your next private or corporate function.
  • What is a full-service speaker booking agency?

    AAE Speakers Bureau is a full-service speaker booking agency, meaning we can completely manage the speaker’s or celebrity’s engagement with your organization from the time of booking your speaker through the event’s completion. We provide all of the services you need to host Charlotte Stallings or any other speaker of your choice, including offer negotiation, contractual assistance, accounting and billing, and event speaker travel and logistics services. When you book a speaker with us, we manage the process of hosting a speaker for you as an extension of your team. Our goal is to give our clients peace of mind and a best-in-class service experience when booking a speaker with us.
  • Why is AAE Speakers Bureau different from other booking agencies?

    If you’re looking for the best, unbiased speaker recommendations, paired with a top-notch customer service experience, you’re in the right place. At AAE Speakers Bureau, we exclusively represent the interests of our clients - professional organizations, companies, universities, and associations. We intentionally do not represent the speakers we feature or book. That is so we can present our clients with the broadest and best performing set of speaker options in the market today, and we can make these recommendations without any obligation to promote a specific speaker over another. This is why when our agents suggest a speaker for your event, you can be assured that they are of the highest quality with a history of proven success with our other clients.

Charlotte Stallings is a keynote speaker and industry expert who speaks on a wide range of topics . The estimated speaking fee range to book Charlotte Stallings for your event is $5,000 - $10,000. Charlotte Stallings generally travels from Houston, TX, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Kristie Kennedy, Megan Gorman, Claire A. Nelson Ph.D., Allison Baum Gates and Anna Escobedo Cabral. Contact All American Speakers for ratings, reviews, videos and information on scheduling Charlotte Stallings for an upcoming live or virtual event.

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