Director & Financial Advisor

Shell has more than 30 years of experience bringing customized investment planning strategies to high-net-worth individuals and their families, many of whom he has worked with for over two decades. As a Financial Advisor, Shell utilizes a client-friendly, four-step process that focuses on the key areas that may affect financial success. Shell works closely with clients to understand their circumstances, then outlines, implements, and continually analyzes the results of plans he creates to help ensure that each client's changing financial circumstances and goals continue to be evaluated.

York focuses on asset management, structuring liabilities, and insurance planning. He will frequently collaborates with CPAs and attorneys to make sure his clients' investment plans are complete. Shell embraces an outstanding level of professional service and knowledge with the rich resources of GCG Wealth Management to help clients meet their financial objectives. He holds a CERTIFIED FINANCIAL PLANNER™ designation, a Chartered Financial Consultant® designation, a Chartered Life Underwriter® designation.

Shell graduated from Appalachian State University with a Bachelor of Science in Business Administration. Today, he lives in High Point, NC, with his wife, Catherine, and together they have two children who are happily married. Outside of the office, Shell enjoys boating, watching college sports and spending time with his two grandkids who are his pride and joy.

Shell York CFP®, ChFC®, CLU®

Focused Responsibilities

  • Asset Management

  • Insurance Planning

  • Structuring Liabilities

Contact

“I take pride in working closely with my client to fully understand their circumstances, allowing me to make a fully encompassing financial plan.”

— Shell York