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Meet Kimberly

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Kimberly Ardrey

Branding and Engagement Coordinator


Kimberly Ardrey is the Branding and Engagement Coordinator for Charlotte Legacy Group, where she plays a key role in managing and enhancing the firm’s brand across all channels while supporting client relationships and helping deliver attentive, personalized service.

Originally from Charleston, South Carolina, Kimberly enjoys traveling, listening to audiobooks, spending time with her dog Remi, or listening and dancing to her favorite music.

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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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