Angie Parsons

Angie, who has more than 13 years of wealth management experience, works closely with clients to manage their investments in trusts, IRAs, or individually titled accounts. A proven success in asset management, she has a genuine passion for helping clients achieve their financial goals via comprehensive investment plans.

Angie earned a Bachelor of Science in Finance degree from the University of South Florida, graduating summa cum laude. Before joining Charlotte State Bank & Trust, she worked as an investment consultant and senior financial consultant, earning numerous accolades for proficiency in attracting and maintaining clients. She also mentored, trained, and developed interns, assistants, and consultants and conducted educational seminars for clients and future clients.