


Charlotte Adams is the founding partner of ACM Money Methods, Ltd. Charlotte began her career in the financial services industry in 1982. Her leadership and integrity is well known throughout the Amarillo community. In 1985, Charlotte recieved her Certified Financial Planner (CFP) designation.
Charlotte is an accomplished speaker and presenter. She has taught numerous sessions for both clients and industry professionals throughout the country. She has also been recognized for her leadership and performance in the industry. Charlotte has served on numerous local boards, including: Rick Husband International Airport Board, The High Plains Children's Home Foundation, The Better Business Bureau Board, and etc.
Charlotte enjoys working in the flower beds, spending time with her husband, Brent, and being "mi mi" to four wonderful grandkids.
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In addition to her role at ACM Money Methods, Ltd., Charlotte Adams acts as a registered representative of Summit Alliance Securities, Member FINRA/SIPC. As a result, securities may be offered through Summit Alliance Securities LLC., Member FINRA/SIPC. Summit Alliance Securities LLC. is not affiliated with ACM Money Methods, Ltd.