Gary entered the financial services industry in 2002 and brings knowledge, professionalism and an understanding of the financial landscape to his relationships. Having been a member of our First Citizens Investor Services (FCIS) team since 2018, he is well known in his community as a trusted and innovative advisor, helping his clients do more with their assets and resources as they work to shape their future.
He is passionate about working with individuals, families, and businesses to establish, implement and monitor comprehensive wealth management plans tailored to their specific needs and objectives. Here to show you the impact that financial planning may have for you, his expertise lies in Retirement Planning for individuals and business owners; Asset Protection and Wealth Transfer strategies; Estate, Insurance and Education Planning; and Inheritance Management.
He is a graduate of Leeds University in the UK and Adelphi University in New York with a degree in Education. Gary is also a member of the College for Financial Planning and holds a CRPC and AWMA designation. Gary is dedicated to building professional, business and cultural relationships between the United States and the United Kingdom as Membership Director of the British American Business Council of the Triangle Region. He enjoys playing soccer in the Triangle Adult Soccer League and resides in Apex, NC with his daughters, Jamie and Mackenzie.