Financial Advisor

Don, working in the financial services industry since 1982, is an investment advisor representative with GCG Wealth Management located in Charlotte, North Carolina. GCG Wealth Management is an independent financial services firm with access to products that include insurance, securities and investments, as well as investment advisory services.

Don’s well-rounded approach to financial alternatives helps his clients achieve their financial success by finding the right risk management and investment programs to meet their specific needs. Don’s goal is to help his clients make the best possible decisions about the allocations about their financial resources by defining and qualifying financial goals and objectives and providing access to a wide range of competitive financial products and services. His philosophy is to determine where each client wants to be and then recommend appropriate strategies for getting there.

Don works with physicians, professionals, business owners and executives, as well as high net worth individuals, advising them on retirement estate and investment planning.

Don has many qualifications including being a member of the National Association of Life Underwriters since 1986, a Qualifying Member & Life Member for the Million Dollar Round Table for 24 years and has a Life & Health license registered in South Carolina, North Carolina, Georgia, Texas, Washington, and Florida. He is also register in Securities in all of these states. Don also served in the United States Marine Corps from 1980-1988, as well as is a Veteran of Desert Shield and Desert Storm from 1990-1992.