Joel E. Burris
President, Managing Partner
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, LLC. While attending college he graduated with his BA in History, 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. Joel has guided GCG from 200 million in assets to over 2 billion. Joel is currently registered with Osaic Wealth, Inc.
In addition to assisting individuals and business owners with their wealth management needs, Joel focuses on guiding GCG Wealth Management’s expansion as a financial services firm in the southeast. Along with the whole of GCG, 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
He currently holds FINRA registrations 7, 65, 24 & 63 as well as his NC Life, Long Term Care and Health Licenses.
Focused Responsibilities
Strategic Planning
Executive Leadership
Firm Growth & Maintenance
Contact
Office: 704-372-4491
Direct: 704-688-0611
Email: jburris@gcgwm.com
“GCG strikes the perfect balance as an organization where financial professionals can excel in effectively servicing their client’s financial needs and successfully work towards their goals without getting bogged down by day to day back-office tasks.”
Joel Burris