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Meet David

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David Torrence

Licensed Financial Professional and Partner


David Torrence is a Licensed Financial Professional and Partner with Charlotte Legacy Group, dedicated to helping individuals and families gain clarity, confidence, and direction in their financial lives. With nearly ten years of financial services experience, he works closely with clients to understand their full financial picture, establish meaningful goals, and implement practical strategies that support long-term stability and growth.

Before entering financial services, David served 21 years in the United States Air Force, concluding his career as a Public Affairs Supervisor for installations in the United States and abroad. In this role, he managed internal communications, external media relations, and community engagement initiatives. His military career laid the foundation for his leadership style—centered on accountability, preparation, and trust.

Following his military service, David spent more than 20 years in media and advertising, including serving as General Sales Manager for CBS Radio in Charlotte and as a business owner. He later transitioned into financial services, where he became a Licensed Financial Professional and was appointed as a Corporate Partner with New York Life, reflecting his leadership, experience, and commitment to client service.

David has been recognized as a New York Life Executive Council* Agent for two years and received the African-American Marketing Unit Gold Award in both 2020 and 2021 for work focused on creating financial stability, economic opportunity, and multigenerational wealth.

David is actively engaged in his community. He previously served on the Board of SWIPE, a nonprofit dedicated to identifying college-eligible students within the Charlotte-Mecklenburg School System who need financial support, as well as supporting families during the holiday season. While no longer serving on the board, he continues to support the organization financially. David also supports Renaissance West of Charlotte and is involved in a prostate cancer support group.

David shared more than 60 years of friendship and partnership with his late wife, Saundra Torrence, and is the proud father of two sons. He enjoys golf and reading—particularly books and documentaries focused on historical events—and believes integrity is demonstrated through follow-through and accountability.

*Awarded by New York Life Insurance Company for outstanding sales achievements. Council is an annual company recognition program based on agent production from July 1- June 30.

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

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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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