Bryan K Stanfill ChFC®

Chartered Financial Consultant®
704-677-2077
BRYAN K STANFILL - PRESIDENT

Bryan began his career in the financial servies industry in 1985 with John Hancock Financial Services, where his father served as General Agent of the Charlotte, NC office. During his first year Bryan was awarded the "Outstanding New Associate" award and later moved into a sales management positon. In 1993 he and his father, the late Billy J. Stanfill, formed their own independent financial planning firm, Financial Strategies of Lake Norman. During his career Bryan has been involved in various industry organizations and attained numerous designations. He was awarded the "Advisor of the Year" award from the Iredell County Chapter of National Association of Insurance and Financial Advisors. He also served a term as the Iredell county NAIFA president. Bryan has earned designations from the Life Underwriter Training Council as well as his Chartered Financial Consultant designation from the American College. He is a member of the Financial Services Institute and the Financial Planning Association. Bryan has been an Accredited Estate Consultant since 2006 and holds FINRA Series 6, 7, 22, 63, 65 & 66 Securities Licenses as well as Life & Long Term Care Insurance Licenses. 


Bryan leads a small group at his church on Sunday mornings and has also served on the advisory team. He enjoys spending time with family, golf, snow skiing and playing the guitar. Bryan also serves as President of his homeowners association.