Charlotte Pierson
IRA Administrator
Primary Office
Bio
Charlotte Pierson is an IRA Administrator in the Personal Trust Department with 10+ years of financial experience across banking, operations, and compliance. She has earned her bachelor’s degree in finance and brings a well-rounded background, including branch management, business banking, and client development. Charlotte is committed to supporting complex IRA needs with accuracy, regulatory expertise, and a seamless client experience. Outside of work, she enjoys cooking, baking, and spending time with her husband and their three fur babies.