Charlotte Vining

Charlotte Vining, a graduate of Indiana Business College, began her affiliation with Lincoln Investment in September 2019 as a Wealth Advisor Associate in a Texas branch. During her tenure, she worked to develop team cohesiveness, fostered the building of stronger relationships with clients, liaised with TPAs, maintained RMD information, and assisted with training. Charlotte currently holds FINRA 6 and 63 registrations as well as a Texas Life and Health Insurance license. Prior to joining Lincoln Investment, Charlotte’s career included supporting advisors at several investment firms where she worked as a Senior Branch Office Administrator, Branch Operations and Staff Manager, and Registered Sales Associate. Service to clients has always been her main focus. She quickly learned that a strong, cohesive team is one of the keys to success for financial institutions. Charlotte enjoys spending time with family which includes two daughters and two granddaughters, travel, music and playing the piano, volunteering in her community and through her Church, and motorsports.