Meet Sterlyn

Sterlyn Ardrey is a Licensed Financial Professional and Associate Partner with Charlotte Legacy Group, focused on helping individuals and families develop thoughtful, personalized financial strategies. He works closely with clients to address key planning areas including life insurance planning, retirement income strategies, education funding, rollovers, and legacy planning for young families.

Sterlyn is an Agent licensed to sell insurance through New York Life Insurance Company 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. He may also be licensed with various other independent, unaffiliated insurance companies. Sterlyn is a founding partner of Charlotte Legacy Group, LLC.

Prior to his current role, Sterlyn gained experience with several financial institutions. His background in business analytics supports a disciplined, analytical approach to planning, with a strong emphasis on education, clarity, and long-term client relationships.

Sterlyn is actively involved in the Charlotte community, serving as a middle school lacrosse coach and as a member of the Development Committee for the Renaissance West Community Initiative. Outside of work, he enjoys playing pickleball and spending time with family.