Charlotte C. Denekas
Client Services Representative
Charlotte C. Denekas is a Client Service Representative. She works closely with clients and the advisory team to prepare and process any paperwork required to fulfill requests. She graduated from George Mason University with a Bachelor of Arts degree in Government and International Politics. Charlotte has been working with D’Orazio & Associates, Inc. since early 2018. Prior to joining the firm, she was a Legal Assistant for Bergstrom Attorneys, providing her with hands-on experience in the estate planning process. When not working, Charlotte likes to read novels, paddleboard on the Chesapeake Bay, and spend time with her family. Charlotte is a great contact to assist with the implementation of any and all advisor recommendations.
What makes D'Orazio Advisors unique?
Our flat rate fee structure, and our comprehensive services that include tax planning and help with real estate purchases.
How is D'Orazio Advisors different from other places you've worked?
There is a Team-like atmosphere where voices are heard.
How would you describe D'Orazio Advisors in one word?
What's something you do every morning without fail?
Check my email
What do you value most in your friends?
Feeling comfortable around them
Comedies or dramas?
Cats or dogs?
Beach or mountain vacation?
Professional credentials or designations should not be viewed as the sole determining factor in obtaining or retaining a financial adviser’s services. Please see our disclosure page for further information on the professional designations discussed on this webpage.