Audrey Blanke, CFP®

Financial Advisor | Financial Planning

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Biography
Education & Other Highlights
Location(s)

Audrey Blanke is a wealth management financial advisor based in Charlotte, North Carolina.

Audrey was welcomed to the firm in early 2025 when Carolinas Investment Consulting (CIC) became CAPTRUST.

She joined CIC in 2023 as a CERTIFIED FINANCIAL PLANNERâ„¢ and works with clients to connect their resources to a purpose, efficiently, and with intent. Through the planning process, she addresses matters related to retirement, taxes, and estate planning.

She attended the University of Wisconsin-Madison, earning Bachelor of Business Administration in finance, with a concentration on wealth management and financial planning. While there, she was in the first cohort of students to go through the Wisconsin School of Business’s CFP Board-registered education program.

She started her career with Baird on their financial planning team at the headquarters in Milwaukee. During that time, she completed a Master of Science in Taxation (MST) program at University of Cincinnati.

At the end of 2021, Audrey helped a former classmate launch an independent RIA firm, developing key workflows and processes, while meeting with high-net-worth clients and their external professionals.

When she isn’t working on financial plans, you can find Audrey running, walking, or rollerblading with her blue heeler mix, Daisy. She also enjoys hot yoga, live music, and listening to podcasts.

Education

  • Bachelor of Business Administration, finance, University of Wisconsin-Madison
  • Master of Science in Taxation, University of Cincinnati

Industry Designations

  • CERTIFIED FINANCIAL PLANNER®

Resources

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