Our Team
Bryan cassells
Financial Advisor, Managing Partner
Bryan, who is from Charlotte, NC, attended NC State University and earned his Bachelor of Arts in Communications at the University of North Carolina at Charlotte. He has worked at Legg Mason, Morgan Stanley, and Capital Guardian over the last 22 years. As a financial advisor with GCG, he is a primarily a Money Manager for his client’s assets. He enjoys giving his clients the best customer service that he can provide and interacting with his clients on a daily basis about their investments.
Focused Responsibilities
Personal Life and Disability Insurance
Wealth Accumulation and Tax Deferred Strategies
Estate Preservation, Wealth Preservation Strategies
401(k), 403(b), SEP and Profit Sharing
Fee Based Planning
Asset Money Management
Contact
Direct: 910-455-3752
Caitlin serves as Business Manager at Cooper Investment, where she partners closely with a financial advisor to drive operational excellence, enhance the client experience, and support the firm’s overall success. Since beginning her career in the financial services industry in 2017 at Bank of America and Merrill Lynch, she has built a strong foundation across production, leadership, and support roles, providing her with a well-rounded perspective on how high-performing advisory teams operate.
Known for her steady, organized presence, Caitlin brings structure and clarity to the business behind the scenes, allowing advisors to focus on building meaningful client relationships. She plays an active role in streamlining processes, anticipating needs, and ensuring clients receive a consistent, high-quality experience. With a collaborative, detail-oriented approach, Caitlin is passionate about strengthening partnerships, supporting team growth, and promoting financial literacy to create long-term value for both clients and the firm..
Business Manager
Caitlin Gingerich
Focused Responsibilities
Consistent, timely onboarding & transactions
Delivering superior client experience
Streamlining processes to improve productivity and service quality