Meet Jeremy

Jeremy Ardrey is a Licensed Financial Professional and the Founding Partner with Charlotte Legacy Group. With nearly 30 years of industry experience, he specializes in helping business owners and families build clear, confident, and purpose-driven financial strategies aligned with their long-term goals.

Jeremy’s approach is rooted in partnership. He meets clients where they are and helps them clearly define what they want their money to accomplish, working alongside them to align financial decisions with their vision, values, and long-term goals. He believes trust is the foundation of every successful client relationship and serves as a steady guide through life’s transitions.

Jeremy is an Agent and broker licensed to sell insurance through New York Life and other reputable insurance companies and a Registered Representative offering securities products and services through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Leveraging experience in comprehensive financial planning, banking, insurance, and leadership, he offers an integrated perspective on wealth accumulation, risk strategies, and long-term strategy.

A graduate of North Carolina Central University with a bachelor’s degree in business and finance, Jeremy blends disciplined financial principles with real-world experience. He often describes his philosophy as approaching the work with the mind of a capitalist and the heart of a social worker, balancing sound strategy with genuine care for the people he serves.

Jeremy is a member of the Million Dollar Round Table, a Presidents Council and Executive Council qualifier, and has been recognized as the Charlotte General Office African-American Agent of the Year. Outside of work, he values time with his family and enjoys art, music, travel, and watching curling during the Winter Olympics.

^{MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.}

^{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.}