Bryan Cassells

Managing Director and Financial Advisor

Bryan, who is from Charlotte, NC, attended NC State University and earned his Bachelor of Arts in Communications at the University of North Carolina at Charlotte. He has worked at Legg Mason, Morgan Stanley, and Capital Guardian over the last 19 years. As a financial advisor with GCG, he is a primarily a Money Manager for his clientโ€™s assets. He enjoys giving his clients the best customer service that he can provide and interacting with his clients on a daily basis about their investments.

Focused Responsibilities

  • Personal Life and Disability Insurance

  • Wealth Accumulation and Tax Deferred Strategies

  • Estate Preservation, Wealth Preservation Strategies

  • 401(k), 403(b), SEP and Profit Sharing

  • Fee Based Planning

  • Asset Money Management

Contact

โ€œI pride myself in my ability to build long lasting relationships with my clients.โ€

โ€” Bryan Cassells