Brandon Carr, CFP®

Vice President | Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Brandon Carr is a wealth management financial advisor based in Raleigh, North Carolina.

Brandon serves as a vice president and financial advisor. He works with high-net-worth individuals and families to build comprehensive financial plans and assists with portfolio construction, implementation, and ongoing management, focusing on tax-efficient income strategies and legacy planning for client’s intent on creating generational wealth. Prior to joining CAPTRUST, he spent 10 years at Fidelity Investments in various roles, including service and trading, retail investment advising, and workplace retirement planning positions. He also served clients in a local Fidelity branch office in South Florida. Brandon holds a Bachelor of Science in finance from the University of Florida and the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). Outside of the office, he enjoys spending time with his wife and two dogs, going for hikes, fishing, and hunting.

Education

  • Bachelor of Science in finance from the University of Florida

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Resources

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