Brian Pollard, CFP®, CLU®, CWS®

Principal,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Brian Pollard is a wealth management advisor based in Raleigh, NC.

Brian joined CAPTRUST in 2016 and serves as a principal and financial advisor responsible for providing comprehensive wealth management to high-net-worth investors, private foundations, and corporate executives. Prior to joining the firm, Brian served as a senior wealth manager at the United Services Automobile Association (USAA), and has worked in the industry since 1997.

Education

  • Advanced estate and financial planning practices executive certification from the University of Pennsylvania Wharton School
  • Bachelor of Science degree in business management from North Carolina State University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Life Underwriter (CLU®)
  • Certified Wealth Strategist®

Industry Involvement

  • Member, Financial Planning Association (Triangle Chapter)

Resources

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