George G. Kroustalis, CRPC®

Principal,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

George Kroustalis is a wealth management financial advisor based in Charlotte, NC.

George joined CAPTRUST in 2009 as senior vice president and financial advisor responsible for providing comprehensive wealth investment advisory services to high-net-worth families, corporate executives, and business owners. Prior to joining the firm, George served as a senior vice president, financial advisor at Wells Fargo Advisors, and has worked in the industry since 1997. George is the author of Secrets to Becoming a Financial Badass, 2018.

Education

  • Bachelor of Business Administration degree in finance and international business from the University of North Carolina at Charlotte

Industry Designations

  • Chartered Retirement Planning Counselor℠

Memberships

  • Member, University of North Carolina at Charlotte Foundation

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2019, 2020, 2021, 2022, and 2024 (CAPTRUST Charlotte)

Resources

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