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Managing Partner
William M. Byron, Managing Partner
bbyron@byronfin.com| (704) 442-4402 ext. 4 |
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 Bill is the founder and managing partner of our firm, which was established in 1986. His experience spans over 20 years in the financial services industry. A highly recognized individual in the financial services field, he has been recognized as a six-time “Top of the Table” member of the Million Dollar Round Table. Additionally he is a multiple recipient of the National Quality Award by the Association of Advanced Life Underwriting (AALU) and a member of the Business Advisory Council in Washington D.C.
Bill specializes in providing innovative solutions to our clients with his unique vision in the financial services industry. He is a Registered Representative with NFP Securities, Inc. |
Our Associates
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 Denton has been a member of Byron Financial, LLC for over eight years, and brings a wealth of financial planning experience to our firm. Formerly he served as a Financial Representative of the Northwestern Mutual Financial Network, where he specialized in working with client families and their businesses for their financial planning and insurance needs.
He maintains the Certified Financial Planner™ designation, as well as the Chartered Life Underwriter (CLU) designation, both distinguished by a strict Code of Ethics and continuing education requirements.
Denton’s intellect and his insight into the financial planning arena is an excellent fit to our firm’s focus, especially in the estate and trust administration arena, as well as business planning market.
He has a B.A. from the University of Virginia and completed secondary school at the McCallie School in Chattanooga, TN. He is a Registered Representative and an Investment Advisor Representative with NFP Securities, Inc.
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Phil Brody | Financial Analyst
pbrody@byronfin.com| (704) 442-4402 ext. 5 |
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 Phil joined Byron Financial in 2005, having previously worked with Wachovia Securities in the fixed-income trading department in Richmond, Virginia.
He is a graduate of the University of North Carolina at Chapel Hill. His banking and institutional background benefits our clients in the investment arena, and his command and experience in fixed-income markets greatly enhances our ability to provide both portfolio income and competitive fixed-income products. Phil is a Registered Representative with NFP Securities, Inc. and an Investment Advisor Representative of Byron Financial, LLC. He maintains the Series 7 (General Securities Representative), 6 (Investment Company Products/Variable Contracts Limited Representative), 63 (Uniform Securities Agent State Law Exam), and 65 (Uniform Investment Adviser Law Exam) Securities licenses. |
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Nicole Brandon | Director of Operations
nbrandon@byronfin.com| (704) 442-4402 ext. 1 |
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 Nicole joined our team from European manufacturer Hi-Craft, where she was Office Manager for their US office. She brings with her 14 years of solid administrative experience in office management, executive assistant and bookkeeping roles for firms including Aon Consulting, Salomon Brothers and Goldman Sachs, all based in New York City.
Nicole manages firm operations and is the primary liaison for Bill Byron. Her functional role at Byron Financial is to set performance goals, develop productivity plans, manage resources and improve quality standards and operational efficiencies for the company. She is a native New Yorker, and graduated Magna Cum Laude from the State University of New York. |
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Sara LeBaron | Director of Marketing
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 Sara joins our firm with over 13 years of experience specializing in a client-focused approach to business development for financial services firms.
Previously she specialized in working with an affluent client base with high-end / advanced planning needs. She has also worked for a large regional accounting and consulting firm as Marketing Operations Senior Staff, serving 25 offices in 12 states across business units. Her experience in these areas complements our firm’s philosophy, vision and values. She is responsible for cultivating client, alliance and prospect relationships, special event planning, and manages communications with clients, advisors and referrals. Sara is from the Midwest and graduated from Michigan State University.
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Stacie de Jongh | Relationship Manager
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 With over eight years of experience in the life insurance industry, Stacie joins our firm after working for UVEST Financial and LPL Financial.
Stacie’s expertise lies in underwriting and managing large life insurance cases with white-glove service. Her knack of building relationships with carriers and vendors has helped her place challenging cases with efficiency and skill. At Byron Financial, Stacie works closely with Denton Worrell to make sure your life insurance needs are met as it relates to your overall financial estate plan. She is the primary contact for underwriting, existing plan service and oversees annual reviews to ensure your plans are up-to-date. Stacie is originally from Connecticut but has lived in Charlotte, NC for nearly 10 years. She graduated from Whittemore School of Business and Economics, University of New Hampshire.
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