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Your legacy begins with a
strong financial foundation.

Charlotte Legacy Group, a trusted partner guiding you toward long-term financial stability through clarity, connection, and thoughtful planning.

The decisions you make today shape tomorrow.

At Charlotte Legacy Group, we exist to serve those who need us most—providing clarity, confidence, and partnership throughout every step of their financial journey.

We believe that meaningful planning begins with trust, which is why we prioritize building strong, lasting relationships with every client we support. Our team simplifies the complexities of financial decision-making, making it easier for you to understand your options and move forward with purpose.

Guided by the strength and resilience symbolized by the Willow Oak, we deliver thoughtful, personalized strategies designed for long-term growth and stability.

Whether navigating today’s priorities or preparing for future generations, we stand beside you as committed partners dedicated to helping you create a legacy that endures.

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Deep, Multigenerational Expertise

Over 50 years of combined financial industry experience, supported by a team that spans generations—offering wisdom, continuity, and perspective for every stage of life.

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Integrated Guidance Through Strategic Partnerships

Through our close affiliation with New York Life, we have access to a team of attorneys, CPAs, and other trusted professionals to deliver integrated strategies that support your financial, legal, and tax needs.

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Purpose-Driven, Inclusive, and Deeply Rooted in Community

Our firm is shaped by a heritage of resilience, representation, and service. We understand the importance of trust and access, and we bring a perspective grounded in lived experience to support individuals and families from all backgrounds with thoughtful, empowering financial guidance.

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Your legacy isn’t just about money. It’s about meaning.

We’re here to help you build both.

Our Contact

Office: 704-371-8581
groupinfo@charlottelegacy.com

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Our Address

14819 Ballantyne Village
Suite 1100
Charlotte, NC 28277

Disclosure

Jeremy Ardrey is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #1359161), CA (CA Insurance License #4139824), DC, FL, GA, IL, KS, LA, MA, MD, MI, NC, NJ, NV, NY, OH, PA, SC, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Jeremy Ardrey is licensed and authorized to offer insurance in California and Arkansas, but Charlotte Legacy Group may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Jeremy Ardrey is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 14819 Ballantyne Village Way Ste 1100, Charlotte, NC, 28277, 704-371-8581. In this regard, this communication is strictly intended for individuals residing in the states of CA, IL, LA, NC, NV, OH, and SC. No offers may be made or accepted from any resident outside the specific states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Sterlyn Ardrey is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #20016991), CO, DC, FL, GA, IL, KS, LA, MA, MD, MI, MO, MS, NC, NY, PA, SC, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Sterlyn Ardrey is licensed and authorized to offer insurance in Arkansas, but Charlotte Legacy Group may not be. For additional information on Arkansas licensure status, please click here.

Sterlyn Ardrey is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 14819 Ballantyne Village Way Ste 1100, Charlotte, NC, 28277, 704-870-9630. In this regard, this communication is strictly intended for individuals residing in the states of LA, and NC. No offers may be made or accepted from any resident outside the specific states referenced.

David Torrence is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of GA, NC, SC, and VA. No insurance business may be conducted outside the states referenced.

David Torrence is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 14819 Ballantyne Village Way Ste 1100, Charlotte, NC, 28277, 404-388-4891. In this regard, this communication is strictly intended for individuals residing in the states of CA, and NC. No offers may be made or accepted from any resident outside the specific states referenced.

Charlotte Legacy Group is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Charlotte Legacy Group nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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  • TEAM
  • COMMUNITY
  • EXPERTISE
    • Higher Education
    • Medical Professionals
    • Business & Personal Solutions
  • APPROACH
  • PROCESS
  • RESOURCES
  • CONNECT

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