Charlotte Meyer • Corporate Vice President • Director of Finance
Charlotte, “Char” has been with Lee Financial Group Hawaii since 1988. Char has over 40 years of experience in the financial services industry, and is a series 7 and 63 FINRA registered representative. Her responsibilities include oversight of the Fund transfer agent services and shareholder servicing.
A proud Kalani High School graduate, she is an avid surfer and canoe paddler and enjoys spending time with her granddaughter.
Check the background of this investment professional on FINRA's BrokerCheck.