| Description | Gary E LaBrosse: CFM-First Vice President Gary is a First Vice President and Financial Advisor in the Charlotte/South Park office. He has over 28 years experience in the investment field, the entire tenure with Merrill Lynch. After managing the South Park office for eight years, Gary wanted to concentrate on providing investment solutions for affluent individuals and families. Gary is a Certified Financial Manager, and has substantial experience in helping many families build and preserve their financial future providing investment solutions. Gary graduated from West Virginia with a Bachelor of Science in Accounting. Britt J. Byerley: CFM, CRPC®, CFP®-Vice President, Wealth Management Advisor Britt is a Wealth Management Advisor and Vice President in the Charlotte/South Park office. She has been with Merrill Lynch since 1997. After concluding her first three years as a Merrill Lynch Financial Planning Specialist, Britt realized that focusing on a concentrated number of families and individuals would enable her to add tremendous value to client relationships. She is a Certified Financial Manager, Chartered Retirement Planning Specialist®, and a Certified Financial Planner®. Britt specializes in the fields of customized portfolio diversification, retirement strategies, and estate planning solutions. Britt graduated with a Bachelor of Science from the College of Charleston. Who We Are: Located in South Park, our group serves high-net-worth individuals, corporate executives, and business owners. We rely on learning about what matters most to you, your family or your business, to drive the preparation and implementation of strategies that seek to create, grow and preserve your wealth. When appropriate, our team will brief and introduce you to legal professionals and other advisors whose expertise you may need. And, we will support you throughout your lifetime, monitoring and tracking your progress toward your goals and making adjustments as needed to preserve wealth for the next generation. |
