Gary Sugg
Financial Advisor
CFP®
Contact Gary
Team Office
Gary’s Locations
Charlotte, NC 28211 (704) 553-8006
About Gary
Gary joined Wealth Enhancement in 2021 through the Carroll Financial acquisition. He enjoys building relationships with clients and partnering to achieve their financial goals. In his work, he focuses on developing thorough financial plans to simplify clients lives while maximizing resources through ongoing investment strategies. Gary is a proud native of Charlotte and resides in the South Park area with his wife, Sarah, son, Jackson, and Labrador, Ridge. Also active in the community, he currently serves on the Advisory Board for Charlotte Young Professionals Group and volunteers with Trinity Presbyterian Church.
Education
- BS - Business Marketing, Appalachian State University
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.