Working Together for Your Wellbeing

We look forward to helping you achieve your financial goals.

Brian Carr, CFP®, CPWA®

Private Wealth Advisor
Managing Partner

Email me

View Brian Carr, CFP®, CPWA®'s Bio

Brian Carr, CFP®, CPWA®

Brian Carr is the Private Wealth Advisor, Managing Partner of Concord Private Wealth. As a seasoned financial advisor, he brings a strategic yet personal approach to wealth management—helping clients and their families navigate complexity with clarity and confidence. Known for his calm leadership and big-picture thinking, Brian builds lasting relationships rooted in trust, transparency, and shared values.
Brian holds a B.A. in Economics from the University of South Carolina. He is a Certified Private Wealth Advisor® (CPWA®) and a CERTIFIED FINANCIAL PLANNER® professional. He also holds Series 7 and 66 securities registrations, along with Life, Health, and Long-Term Care insurance licensure.

Outside the office, Brian enjoys life in Cary, North Carolina, with his wife Katie and their three children—Asher, Isla, and Sophie. The couple met while studying abroad in Barcelona and continue to share a love of travel. Weekends are often spent coaching youth sports, exploring the outdoors, and enjoying a round of golf or live music close to home.

Private Wealth Advisor
Managing Partner

brian.carr@concordpw.com

https://www.linkedin.com/in/philip-romano-cima%C2%AE-cfp%C2%AE-aif%C2%AE-86418677/

Philip Romano, CFP®, CIMA®

Private Wealth Advisor
Managing Partner

Email me

View Philip Romano, CFP®, CIMA®'s Bio

Philip Romano, CFP®, CIMA®

Phil Romano is a Private Wealth Advisor and Managing Partner of Concord Private Wealth. He is a seasoned financial advisor who thrives on helping clients turn complex financial goals into clear, actionable plans. He graduated from Virginia Tech with a degree in Business Information Technology. Phil has furthered his education by becoming a Certified Investment Management Analyst® (CIMA®), a CERTIFIED FINANCIAL PLANNER® professional (CFP®), an Accredited Investment Fiduciary (AIF®), and a Certified Tax Specialist (CTS™). He brings both brains and heart to every planning conversation. He also holds the Series 7 and Series 66 securities registrations, along with Life, Health, and Long-Term Care insurance licenses. He values collaboration with clients and with others on the team to design strategies that are both practical and constructive.

Phil lives in Raleigh with his wife, Ella, and their son Jack. He’s a big believer in giving back, formerly a mentor with Big Brothers and now active in local charities. When he's not planning or parenting, you’ll find him out enjoying North Carolina’s trails, food scene, or a good live show.

Private Wealth Advisor
Managing Partner

phil.romano@concordpw.com

https://www.linkedin.com/in/philip-romano-cima%C2%AE-cfp%C2%AE-aif%C2%AE-86418677/

Lindsey Garner

Registered Senior Client Service Manager

Email me

View Lindsey Garner's Bio

Lindsey Garner

Lindsey Garner brings a warm, detail-oriented approach to her role as Registered Senior Client Service Manager at Concord Private Wealth of Sullivan & Associates Wealth Management. With a strong background in client support and financial services, she’s dedicated to making every client interaction seamless, informed, and stress-free. Lindsey has a BA in Psychology and English from the University of North Carolina and holds a Series 7 securities registration.

Based in Raleigh, Lindsey loves building lasting relationships and helping clients feel confident and cared for every step of the way.

Registered Senior Client Service Manager

lindsey.garner@concordpw.com

Emanuela Romano

Chief Financial Officer

Email me

View Emanuela Romano's Bio

Emanuela Romano

Ella Romano brings a unique perspective from years of managing operations and growth strategies in the biopharma industry. As Chief Financial Officer of Concord Private Wealth, she combines sharp analytical insight with a steady hand to help guide the practice's financial health and long-term vision. Ella has a Bachelor of Science from the University of Oklahoma in Biochemistry, Chemistry.

Proud of her Albanian heritage, Ella values resilience, integrity, and family; principles that shape both her leadership style and life at home with husband Phil, son Jack, and their growing family.

Chief Financial Officer

ella.romano@concordpw.com

Katie Carr

Chief Operating Officer

Email me

View Katie Carr's Bio

Katie Carr

After 15 years managing IT, communications, and research projects in the world of government consulting, Katie knows how to keep complex things running smoothly. As Chief Operating Officer of Concord Private Wealth, she’s excited to bring fresh energy to operations, improve processes, and help turn big ideas into real results. Katie is passionate about creating thoughtful client experiences, building strong teams, and helping make sure everything works just a little bit better than it did yesterday. Katie has a Bachelor of Arts from Georgia State University in Spanish and International Business.

Her proudest accomplishment – Being a mom to three incredible kids—who keep her just as organized, inspired, and on her toes as any meeting ever could. Katie is equally excited to grow this new venture alongside her husband, Brian, and help build something lasting for the families they serve.

Chief Operating Officer

katie.carr@concordpw.com

Contact Me

Email Address

Find Me On

About Me

View advisor page

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you.

Enter your Full Name ^*

Enter your Email ^*

Enter your Phone Number

Leave this empty:

Thank you for your submission!