Clearbrook Advisory Services LLC

David L. Conner has over 25 years of experience in financial and estate planning and specializes in helping clients live and enjoy the lives they envision for themselves and their families. A 1988 graduate of the University of North Carolina at Chapel Hill with a double major in Economics and Political Science, David works with families and businesses throughout North Carolina and the Southeast developing strategies to enhance their financial position, achieve financial growth, and maximize retirement income and security. David is the recipient of numerous awards including The National Quality Award, The National Sales Achievement Award and The Million Dollar Round Table where he is Top of the Table member. He also is a past President of the Gaston County Association of Insurance and Financial Advisors.

Pershing LLC, based in Charlotte, NC, offers a range of high-touch and tailored solutions for modern and informed clients in the financial industry. Their services include advisory solutions, investment solutions, retirement solutions, technology integration, and trading services. Catering to a diverse clientele such as alternative investment managers, institutional firms, registered investment advisors, and wealth management firms, Pershing LLC provides expertise in clearing, custody, settlement consulting, and implementation, along with prime services to help clients navigate the complexities of the financial landscape. Generated from the website