Aaron Spivey is a wealth management financial advisor based in Winston-Salem, NC.

Aaron works with individuals and families to help them make informed financial decisions through comprehensive wealth management and goal-based financial planning. He specializes in investment management, cash flow planning, retirement planning, risk management, and coordinating with clients’ attorneys and CPAs to align their financial, estate, tax, and legal strategies.

Before joining CAPTRUST, Aaron served in wealth management and banking roles with BB&T and Truist, including positions as a wealth advisor and premier banker. In those roles, he provided financial planning, risk management, banking, and wealth management solutions to affluent and high-net-worth clients.

Aaron earned his Bachelor of Arts in economics from Wake Forest University.

Outside of work, Aaron enjoys spending time with his wife, Nadiyah, and their son, Boston, walking their dogs, exploring local restaurants, following sports, and cheering on Wake Forest athletics.