Shane Gurganus, AIF®, CLTC

Shane Gurganus, AIF®, CLTC

Investment Advisor Representative

Visit my web site!

Phone: (704) 643-0156
E-mail:
 

Professional Personal Services:

· Financial Needs Analysis

· Financial Planning

· Professional Investment and Asset Management

· Income Replacement Solutions

· Life Insurance Solutions

· Long Term Care Solutions

· Estate Conservation Strategies

 

Professional Business Services:

· Buy / Sell Agreements

· Executive Compensation Plans

· Deferred Compensation Plans

· Key Man Insurance

· Business Continuation Insurance

 

Professional Qualification:

· FINRA Series 6, 63, 65 Securities Licenses

· (AIF®) Accredited Investment Fiduciary

· (CLTC) Certified in Long Term Care

· Qualifier (ACE) Achieving Client Excellence

· Charlotte Five Star Wealth Manager, 2017

· National Association of Insurance and Financial Advisors, Member

· Certified in Long Term Care, 2005

· Million Dollar Round Table Member

· Life/Health Insurance License

· Long Term Care Insurance License

 

Personal:

· Resides in Waxhaw, NC with wife, Kristina and children Alex and Addison

· Graduate of UNCW with B.S. in Business Marketing

· Four Year All Conference Member of UNCW Track Team

· Member of Capital City Club, Young Executives

· Triangle Society Member

· Raised in Jacksonville, NC