Gabe Llewellyn, MBA in

Gabe Llewellyn, MBA

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Finance Chair, Charlotte Chapter at New Canaan Society
📍 Charlotte Metro, United States

Gabe Llewellyn is the Principal and Wealth Architect at Llewellyn Financial, a firm he founded after a decade in corporate leadership at Cargill. A fourth-generation business owner, he serves as a fiduciary wealth and tax strategist for business owners and executives, focusing on coordinating complex financial decisions. He holds an MBA from the University of Arkansas.

Originally from the D.C. area, Gabe now lives in Charlotte, NC, with his wife, young son, and newborn daughter. He is an active marathon runner and enjoys exploring the Carolinas with his family. He volunteers as the Finance Chair for the New Canaan Society and Treasurer for the Out of the Ashes Foundation.

He structures his investment philosophy around principles from the Bible, such as "Faithful in little, faithful in much."

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Experience
11 Years
Current Role
Finance Chair, Charlotte Chapter
Job Level
Leadership
Location
Charlotte Metro, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Gabe cares about

Wealth Architecture
His professional focus is on creating a coordinated system for tax, wealth, and business strategy, rather than managing investments in a silo.
Business Owner Finance
He is a fourth-generation business owner himself and specifically targets his services toward other owners of seven-figure businesses.
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Career

Work history

4-2026
Finance Chair, Charlotte Chapter
New Canaan Society
6-2025
Treasurer & Finance Committee Chair, Board Member
Out of the Ashes Foundation
11-2024
Board Advisor
Mecklenburg County
4-2024 - 2-2025
National Sustainable Packaging Consultant
Tosca
3-2023 - 4-2024
National Strategic Account Manager
Cargill
In the press

Media appearances

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Education
Master of Business Administration (MBA)
University of Arkansas ­- Sam M. Walton College of Business
Bachelor of Business Administration (BBA)
University of Arkansas
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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