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Meet Kimberly

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Kimberly Ardrey

Branding and Engagement Coordinator


Kimberly Ardrey is the Branding and Engagement Coordinator for Charlotte Legacy Group, where she plays a key role in managing and enhancing the firm’s brand across all channels while supporting client relationships and helping deliver attentive, personalized service.

Originally from Charleston, South Carolina, Kimberly enjoys traveling, listening to audiobooks, spending time with her dog Remi, or listening and dancing to her favorite music.

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Your legacy isn’t just about money. It’s about meaning.

We’re here to help you build both.


Our Contact

Office: 704-371-8581
groupinfo@charlottelegacy.com

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Our Address

14819 Ballantyne Village
Suite 1100
Charlotte, NC 28277

For more information about NYLIFE Securities LLC and its investment professionals.

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  • TEAM
  • COMMUNITY
  • EXPERTISE
    • Higher Education
    • Medical Professionals
    • Business & Personal Solutions
  • APPROACH
  • PROCESS
  • RESOURCES
  • CONNECT
Disclosure

Jeremy Ardrey, Sterlyn Ardrey, and David Torrence are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Jeremy Ardrey (AR Insurance License #1359161) (CA Insurance License #4139824).
Sterlyn Ardrey (AR Insurance License #20016991).

As a New York Life Agent, Jeremy Ardrey is licensed and authorized to offer insurance in California and Arkansas, but Charlotte Legacy Group, LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

As a New York Life Agent, Sterlyn Ardrey is licensed and authorized to offer insurance in Arkansas, but Charlotte Legacy Group, LLC may not be. For additional information on Arkansas licensure status, please click here.

The following individuals are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company:
Jeremy Ardrey, 14819 Ballantyne Village Way Ste 1100, Charlotte, NC 28277, 704-371-8581.
Sterlyn Ardrey, 14819 Ballantyne Village Way Ste 1100, Charlotte, NC 28277, 704-870-9630.
David Torrence, 14819 Ballantyne Village Way Ste 1100, Charlotte, NC 28277, 404-388-4891.

Charlotte Legacy Group is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Charlotte Legacy Group nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

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