Briana Smith, CFP®, CPWA®

Vice President,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Briana Smith is a wealth management financial advisor based in Raleigh, NC.

CAPTRUST welcomed Briana in 2020, she currently serves as a vice president and financial advisor. Briana provides comprehensive financial planning for high-net-worth clients by developing and implementing customized solutions to meet their long-term goals and objectives.

Briana joined CAPTRUST from Trail Ridge Financial in Cary, NC where she worked as a financial advisor. Prior to Trail Ridge, Briana served as the financial planning coordinator at E3 Financial Planning in Needham, MA. She has been in the wealth management industry since 2011. Briana received a Bachelor of Arts degree in psychology and sociology from Wheaton College and is a CERTIFIED FINANCIAL PLANNER™.

Outside of work, Briana enjoys cheering on her nieces and nephews at sporting events, playing with her dog, Zeus, and exploring everything North Carolina has to offer with her wife, Leigh.

Education

  • Bachelor of Arts degree in psychology and sociology from Wheaton College

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Private Wealth Advisor

Memberships

  • Finance committee member, National Alliance on Mental Illness (NAMI) Wake County

Resources

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