Integrity Advisory Group


About Us


Carolina Retirement Resources mission is to provide comprehensive solutions to your retirement needs. Thanks to better lifestyles, improved nutrition and advances in health care, retirees are living longer than ever. The greatest risk of all is longevity risk and it is very real.

Dr. Richard Pucciarelli
President and Founder

Dr. Richard Pucciarelli is the President and Founder of Carolina Retirement Resources, Inc. He has over 10 years experience educating and serving retirees and pre-retirees on how to plan for and protect their financial future. Richard takes a comprehensive approach ensuring that all components of a clients financial affairs work in collaboration, producing the best possible outcome. His areas of expertise include retirement planning, wealth accumulation, asset protection, income planning and 401k rollover and retirement account distribution.

Richard is an Investment Advisor Representative and a Licensed Insurance Professional. He has an A.A.S in Medical Technology, a Bachelors of Arts in Pre-Professional Biology, a Bachelors of Science in Human Biology and a Doctorate in Chiropractic Medicine. He is a Certified Annuity Specialist, a Certified Funds Specialist and a Certified Tax Specialist through the Institute of Business and Finance and is presently candidate for a Masters of Science in Financial Services (MSFS).

 

Michelle
Director of Operatoins and Client Services

Michelle is our Director of Office Operations and Client Services.  She provides executive administrative support to the President of Carolina Retirement Resources as well as managing various duties within the firm and maintaining excellent client support.  She speaks spanish fluently and enjoys traveling, cooking, arts and crafts, gardening and spending time with her family.

 

Dean Zayed, JD, LLM, CFP®
President and CEO Brookstone Capital Management

Carolina Retirement Resources is an Independent Wealth Advisory Firm. We work exclusively with Pre Retirement aged and Retiree¹s as North Carolina's Premier Financial Planning Firm. We have access to some of the nation¹s leading financial and industry experts as an ongoing resource for our clients, as well as utilizing their expertise as consultants with case design for our client¹s financial plans.

Dean assists our firm with recommendations and case design suggestion's for our client¹s financial Plans. This is a benefit in working with our firm. We also have pioneered many technological tools using webinars and educational formats to bring some of the nation¹s experts live to our office for training events for our clients. One such partner that our firm aligns with is Brookstone Capital Management LLC an SEC Registered Investment Advisor. Through this relationship we can offer our clients the universe of funds, and access to money managers one of such Dean Zayed President of Brookstone. 

Dean Contributes as a consultant for our case design and as a participant 
and presenter with our educational webinars that our clients have access to.

Dean received his Bachelor of Arts Degree in Economics from Northwestern University. He completed the Business Institutions Program, the Undergraduate Leadership Program and was a member of Omicron Delta Epsilon Economics Honor Society. Dean was involved in both the Special Olympics and the ALS Foundation.

Dean received his Juris Doctor degree from Northwestern University School of Law. He received his Masters degree in Taxation from Chicago-Kent College of Law. Dean is
a Certified Financial Planner (CFP®) and holds the following licenses: FINRA Series 7, 63 and 65 and Illinois insurance license for life, health and long-term care.

Achievements and Recognition:

  • Brookstone ranked as sixth fastest-growing Registered Investment Advisor and 218th overall in the U.S. in on Financial Advisor magazine’s 2011 Top Registered Investment Advisor list, July 2011
  • Member of the Million Dollar Round Table (MDRT), as well as the prestigious Top of the Table
  • Top 5 Finalists "Advisor of the Year Award" by Senior Market Advisor magazine 2006 and 2007
  • Featured on General Alexander Haig’s Chosen Topics, CNBC
  • 2006 "Top 10 Wealth Managers of the Central US Region," Goldline Research
  • Cover Senior Market Advisor magazine, December 2005
  • Published many articles in professional journals and has educated thousands of people in the areas of estate and financial planning

Click here for more information about Dean Zayed. 

Investment Advisory Services offered through Brookstone Capital Management LLC, an SEC Registered Investment Advisor
 

Carolina Retirement Resources | 11330 Vanstory Drive, Suite 114B | Huntersville, NC 28078 | Phone: 704-897-2176