1502 West NC Highway 54
LPL Financial Advisor / Principal
Gary has been a financial advisor since 2001. Before entering the financial planning and investment field, Gary spent 20 years in sales and sales management for manufacturers of computer systems and computer networking equipment. In early 2007, Gary formed Elefante Financial Services, an independent financial services and investment planning firm. Gary values being independent as that allows him to provide his clients investment advice, financial strategies, and other services based solely on their best interests.
Gary holds a bachelors degree in Economics from Rutgers University and an MBA in Finance from Fairleigh Dickinson University. Gary also is a CERTIFIED FINANCIAL PLANNER ™ professional.
Gary and his wife, Janine, live in Chapel Hill, North Carolina and have three adult sons. Janine is a Registered Nurse, working in UNC Hospitals Medical Intensive Care Unit. Gary is a lifelong baseball fan and he enjoys spending time with his family, working out regularly and going to the beach.
Branch Operations Manager
Linda earned her undergraduate degree at Wake Forest University and her law degree at the University of Virginia School of Law. She practiced law for several years in Richmond, Virginia and then served for 8 years as the General Counsel for a $ 3 billion trust. Linda started working with Gary in 2007 and enjoys assisting Gary as he helps his clients with a wide variety of financial matters.
Linda and her husband, George, live in Chapel Hill, North Carolina and have two adult sons. George is a Certified Public Accountant with his own firm. Outside of work, Linda likes to take long walks, watch ACC basketball, and dream about becoming a decent golfer.
LPL Financial Advisor
Brian has worked in the financial services industry since June 2013 and has been with EFS since January 2015. After working as a licensed Sales Assistant for over 2 years, Brian became a Financial Advisor in March 2017.
Brian holds a Bachelor of Science degree in Business Administration from North Carolina State University. Brian also is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7 and Series 63 securities licenses held through LPL. He is also licensed for insurance in North Carolina.
Brian’s responsibilities include assisting Gary in all aspects of client engagement including wealth Planning, client review meeting preparation and implementation of investment plans.
Brian also services clients directly as well, with a focus on Millennials and young professionals.
When not working, Brian enjoys going to the gym, playing recreational basketball and cheering on the NC State Wolfpack football and basketball teams.