The Lanphier Record Group: Where Family Values Shape Financial Futures in Ballantyne
If you’ve lived in Ballantyne long enough, you know this: the families who thrive here aren’t guessing their way through their financial decisions. They’re intentional, strategic, and working with advisors who understand what truly matters — kids, community, legacy, and the long arc of wealth that’s supposed to serve all three. That’s where The Lanphier Record Group, one of Merrill Lynch Wealth Management’s standout Charlotte practices, comes in. Their philosophy is simple but powerful: wealth grows best when the next generation is equipped to manage it wisely.
Before we go any further — a quick, very Ballantyne reminder:
A Word from Our Friends at Mercedes-Benz of South Charlotte
Because nothing pairs with long-term wealth planning quite like choosing the right vehicle for your next chapter.
Mercedes-Benz of South Charlotte (MBSC) continues to set the standard for luxury service in the Carolinas. From General Manager Tom Marcham, whose 43-year automotive career includes 14 years leading the Charlotte store, to their Ritz-Carlton-level service philosophy, the dealership is rooted in long-term relationships, not transactions. Their motto says it best:
“Luxury isn’t a product line; it’s a level of care.”
Visit their profiles on Strolling Ballantyne:
A Ballantyne Advisor Rooted in Values, Service & Family
Greg Record, who leads The Lanphier Record Group, puts it plainly:
“Be intentional. The most successful families aren’t just growing wealth — they’re preparing the next generation to manage it wisely.”
That intentionality shows up everywhere in the firm’s work:
- helping parents build long-range strategies
- guiding multigenerational conversations
- aligning financial planning with values and legacy
- offering clarity in moments of uncertainty
- serving as a steady voice when decisions feel heavy
Clients routinely tell Greg that what sets him apart is his care. Not the polished kind — the real kind, rooted in understanding what matters to each family and tailoring Merrill Lynch’s expansive resources to those goals.
A Practice Built on Five Cornerstones
The Lanphier Record Group operates from a defined set of values:
- Excellence
- Care
- Trust
- Dedication
- Teamwork
These aren’t plaques-on-the-wall ideals. They guide everything the practice touches — strategy sessions, family conversations, risk planning, and long-term stewardship. The team sees their role as walking alongside clients not just in joyful seasons but in difficult ones, offering perspective as well as planning.
A Charlotte Life Shaped by Service & Community
Greg’s story mirrors the families he serves: values passed down, community involvement, and a life built intentionally over time.
Originally from Charlottesville, he met his wife Emma at Roanoke College, and the two moved to Charlotte in 2010 to build both a family and a practice. Today, they are parents to two young boys, ages five and three — and yes, Greg will tell you he’s an emerging golfer but still a better fisherman with a packed schedule.
His community contributions over the years span:
- President, Rocky River Trout Unlimited
- Chair, Ballantyne Relay for Life
- Chair, Charlotte Chapter of Roanoke College Alumni Association
- Pineville Representative, Arts & Science Council
This grounding in local service shapes his belief that “money moves in circles between you and the community you serve” — a value inspired by his parents, who built their own optometry practice.
More Than Markets: The Human Side of Wealth Planning
Greg helps families:
- navigate long-term wealth decisions
- talk openly about inheritance and generational planning
- build strategies aligned with their values
- understand risk and opportunity with clarity
- feel confident during complex or emotional choices
Whether in seasons of transition or moments of growth, his practice focuses on support that feels personal — not formulaic.
And on the weekends? You’ll find Greg with his family, trying new restaurants, traveling, or logging the kind of “emerging golfer” holes that remind you life isn’t supposed to be lived only in spreadsheets.
Your Next Step: A Conversation, Not a Pitch
For a values-focused approach to long-term financial planning, connect with The Lanphier Record Group at Merrill Lynch in Ballantyne. Reach Greg Record at 704-341-5108 or Gregory.Record@ML.com, or visit their office at 13510 Ballantyne Corporate Place, Suite 200, Charlotte, NC 28277 to begin a conversation about your family’s financial future.
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About the Author
Nell Thomas is fueled almost entirely by caffeine, community stories, and the Einstein Bros. Bagels location in Ballantyne, where she believes the iced coffee powers at least 40% of local journalism. Her usual order? A vanilla cold brew and a Santa Fe sandwich — the breakfast of champions, or at least of journalists sprinting toward deadlines.
Her work appears across Strolling Ballantyne and The Charlotte Mercury, part of the Mercury Local network dedicated to thoughtful, privacy-first community storytelling. When she’s not writing, she’s interviewing neighbors, trying new bagel combinations, or reminding people that hyperlinks are the glue holding the internet together.
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This article, “The Lanphier Record Group: Where Family Values Shape Financial Futures in Ballantyne,” by Nell Thomas is licensed under CC BY-ND 4.0.
“The Lanphier Record Group: Where Family Values Shape Financial Futures in Ballantyne”
by Nell Thomas, Strolling Ballantyne (CC BY-ND 4.0)