Charlotte Smith

Client Services Associate at Donaldson Capital Management

Charlotte Smith is a Client Services Associate at Donaldson Capital Management since May 2022, responsible for processing client requests related to account servicing from a remote office in Rossville, IL. Previously, Charlotte served as a Licensed Insurance Agent at Loman-Ray Insurance Group, LLC from July 2010 to May 2022, specializing in crop insurance, customer service, and policy management, following the acquisition of WAB Insurance Center in 2019. Charlotte's career began as a Marketing Representative for ADM Crop Risk Services from October 2008 to July 2010, where responsibilities included maintaining agency relationships and facilitating agent training. Academically, Charlotte holds a Bachelor of Science in Plant and Soil Science from Southern Illinois University and an Associate in Applied Science in Agribusiness from Lake Land Community College.

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