Broker Check
Joel E. Burris

Joel E. Burris

President, Managing Partner, Financial Advisor

As President and Managing Partner of the firm, Joel E. Burris has played an integral role in the growth and continued success of GCG Wealth Management, Inc. While attending college, Joel began his career at First Union Brokerage Services in Charlotte. At just 20 years of age, he demonstrated a command of the financial services industry and obtained his FINRA Series 7 and 63 registrations. In 2003, while working in the Capital Markets division for Bank of America, Joel accepted an offer to join GCG Wealth Management, Inc. as a Registered Representative and Investment Advisor Representative. During his first full year with GCG Wealth Management, Joel set a record for highest performance for a 1st year associate at the firm, later qualifying for Million Dollar Roundtable in his second year.

In 2010, Joel joined the Executive Management team at GCG Wealth Management, and in 2015, he became President and Managing Partner of GCG Wealth Management, Inc. Today, Joel is a lifetime qualifying member of one of the Million Dollar Roundtable. Joel is currently registered with Woodbury Financial Services, Inc.

In addition to assisting individuals and business owners with their wealth management needs, Joel has specialized in guiding GCG Wealth Management’s expansion as a financial services firm in the southeast. Along with the whole of GCG Wealth Management, Joel is a proud supporter of the Ronald McDonald House of Charlotte and the locally-based Jazz Arts Initiative. He is also a huge fan of the Carolina Panthers! #keeppounding

Qualification:

  • FINRA Series 7, 65, 24 & 63
  • NC Life, Long Term Care and Health Licenses.
  • Bachelor of Arts History Degree

 

Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.