Cari Berger

Tel: 980-375-0104
150 Providence Road
Charlotte, North Carolina  28207
Cari Berger | Financial Advisor in Charlotte,North Carolina

About Cari Berger

Cari has nearly two decades of financial services experience. She joined TowneBank in 2021 as a Private Banker to provide financial services and consulting to professionals, business owners and community partners. Her unique background in product and process management as well as marketing positions her with the ability to identify financial products and services to meet her members' needs. Active in her community, Cari was the Memory Gala Co-Chair for the Alzheimers' Association of Western Carolina in 2020 and 2021. She is also the former VP of Capital Planning for the PTO at St. Gabriel Catholic School and is a tutor for the Charlotte-Mecklenburg School system. Cari holds a B.S. in Business Administration from Meredith College and is a member of Legatus. "I like making the complex simple so my members can enjoy life rather than worrying about managing their finances."

General Information

Year Established:   1999
Services:   Private Banking
Specialties:   Private Banking, Healthcare Banking, Legal & Title Company Banking, Executive Banking, Non-Profit Banking, Veterinarian Banking, Medical Practice Banking, Dedicated Business Banker, Small Business Banking, Small Business Lending, Law Firm Banking, Dental Banking, Dentist Loans

Office Hours

Monday   09:00 AM - 05:00 PM
Tuesday   09:00 AM - 05:00 PM
Wednesday   09:00 AM - 05:00 PM
Thursday   09:00 AM - 05:00 PM
Friday   09:00 AM - 06:00 PM

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