Biography

Charlotte Stallings is nationally known as an astute yet humorous expert on finances and leadership. She learned everything the hard way; now she inspires and energizes audiences with her personal insights and down-to-earth guidance about maneuvering the money maze, and success in life. 

While she's taught hundreds of audiences how to "get smart" over the years, she began her career as a financial expert from a very personal desire to help her family. She says growing up in poverty helped her become a "scrappy, go-getter type person."

From these humble beginnings, Charlotte gained expertise in the nuts and bolts of business: sales, marketing and leadership at powerhouse corporations such as U. S. Banks, Xerox and over 20 years at American Express.  Charlotte excelled to become V.P. of Investment Strategies and a National Spokesperson for Ameriprise Financial (formerly American Express Financial Advisors), where she developed a sales and marketing initiative to help women investors throughout the U.S.  By taking risks, making mistakes and gathering information, she grew into the kind of expert that you can trust.

She has quite 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 - regardless of what's happening with the economy.

She has been featured in many television and print media outlets including CNN and The Wall Street Journal. 

Her book, I Wish Someone Had Told Me: Financial Lessons Learned The Hard Way, will be published in 2009.

Visit Charlotte's website:  www.charlottestallings.com

Watch Charlotte's video clips: www.youtube.com/user/chastallings

What people say about Charlotte...

“Charlotte’s expertise is conveyed with such humor and wit that you’re learning and you don’t even know it.”
Mattie Jackson, ExxonMobil

“Charlotte takes some stress out of analyzing where you are and where you need to go, as well as what to do next. She’s energetic, interesting and knowledgeable.”
Cheryl Bradshaw, McDonalds

“You were such a breath of fresh air…just what we needed to close the program. The comments were wonderful; I cannot wait to work with you again.”
Natalie Payne, Correctional Management Institute of Texas

“….and what can I say about Charlotte Stallings’s presentation that hasn’t been said by others at least a million times? She was the hit of the Forum. All of our members who attended that segment were talking about her presentation all weekend long to those members who did not attend.”
Faye Griffith, Riddle & Wimbish, P.C.

“You were great, a very engaging speaker with excellent enthusiasm, great stories and inspirational. You received the highest rating of all our speakers during the two-day Forum. We received numerous requests to have you back.”
Bonnie Stanley, Financial Planning Association of Minnesota

“The students cannot stop talking about how much they learned from you. They were so impressed with your ability to put hard to understand concepts into easy to remember statements. They are still quoting from your personal stories. Your energy and vibrancy changed a potentially dry topic into an exciting journey. You presented realistic ideas that they can use immediately. You not only gave us ideas, but also inspiration.”
Suzie Wilson, Houston Community College

“Charlotte is real and true to who she is, where she’s from and what she’s experienced. From her program I learned to focus on what I do best and to live fearlessly. She helped me realize that I’ll never know an opportunity is knocking if I’m afraid to answer the door.”
Valerie Strauss, American Business Women’s Association

“I learned so many values during your presentation, however the one that stood out is ‘successful people choose!! Charlotte you are dynamic, articulate, humorous and REAL!! You were fantastic – Thank you for sharing such valuable information and advice.”
Tavia Foster Evans, Events That Speak

“Charlotte inspired me to stop living in the moment and start living for life.”
Diahn Senette, Walter P Moore

“Charlotte’s program pulled me out of the fear factor and helped me refocus on my dreams. I had to fight back tears…thank you!”
Juanita Sheppard, MAPSS International

“Charlotte inspired me to live with passion, figure out what I’m great at, and go for it.”
Elaine Boss, IKON

“Listening to Charlotte is like having a heart-to-heart with a girlfriend.”
Dana Broussard, Women in Criminal Justice

“Charlotte taught me that it’s okay to ask for help, and I haven’t finished college – probably because of fear! I’m going to register next week.”
Tami Bendele, Women in Criminal Justice

“Charlotte is bubbly, funny and entertaining. She taught me to quit waiting for things to happen.”
Sharon Poindexter, Women in Criminal Justice

Charlotte's Programs...

FINANCIAL

Getting Smart About Money – Regardless of the Economy!
Learn keys to achieve personal financial success regardless of what’s happening with the economy.

MOTIVATIONAL

Today Doesn’t Dictate Your Tomorrow
We have all learned to navigate through life’s challenges and yet sometimes the biggest hurdles to overcome are simply the things we say to ourselves. Stop the damaging self-talk by resolving that your yesterday does not dictate your tomorrow. Be motivated to change ‘the message’ in order to change the outcome! The past is only a story!

PERSONAL ACCOUNTABILITY

What Do You Bring to the Table?
Explore and understand important qualities that highly successful individuals must exhibit and use every day to achieve their goals both professionally and personally.

How to Be the Employee Your Boss Can’t Do Without
This is more than time management and organizational skills, set yourself up for success by focusing on clarity, confidence, courage, communication and consistency.

LEADERSHIP

Leadership is a Choice!
Whether you’ve been in leadership for one month or 100 months, you will learn vital information on eight key competencies necessary to be an effective leader. You will also receive a tool chest of strategies to enhance your leadership skills. Learn the choices that successful leaders make everyday to influence their people and drive results.

INTERPERSONAL SKILLS

I Love My Job, It’s the People I Have a Problem With
Learn skills, tools and tips that allow you to deal with the different, difficult and pesky people around you.

Networking: How to Connect To Make Things Happen
It’s not about what you know, it’s who knows what you know!. Get past superficial conversations, be memorable and grow your circle of influencers.

COMMUNICATION SKILLS

How to Have Meaningful Communication Up, Down and Across the Organization
Discover methods for providing informative and productive communication and become more valued to both your supervisor and your organization.

PRESENTATION SKILLS

Keys to Becoming a Powerful Presenter!
Learn important strategies to be more interesting, concise, persuasive and powerful when you deliver presentations.

Partial Client List...

American Express
McDonalds
Enterprise Rent-A-Car
Ameriprise Financial
Wells Fargo
Hallmark Cards
The Houston Chronicle
State Farm Insurance
NBA Moms Organization
HEB Grocery
Women’s Council of Realtors
Baylor University
Clemson University
Texas Association of Realtors
Dallas Chamber of Commerce
Investment Company Institute (ICI)
Society of Association Executives
Goodwill Industries
H.R. Houston Gulf Coast Symposium
American Business Women’s Association
Business and Professional Women’s Association
Mary Kay
Air Conditioning Contractors Association
Correctional Management Institute of Texas
Texas Woman’s University
Remington College
National Urban League
International Virtual Assistants Association
SW Area Episcopal Schools
Minnesota Financial Planning Association
Houston Independent School District
National Association of Black Accountants
National Institute of Technology
Women’s Food Service Forum
American Association of Business Women
The Integrity Group
Dress For Success
National Business Travel Association
Houston Community College
Montgomery County Women’s Council
Institute of Management Consultants
Parkersburg Chamber of Commerce
Houston Society of Association Executives
Greater Houston Convention and Visitors Bureau
Institute for Real Estate Management
Lonestar College
Plan Your Meetings
Lakewood Church
North Carolina Department of Public Instruction
Texas Jail Association