Jake Rawlings is a wealth management advisor based in Charlotte, NC.

Jake joined CAPTRUST in late 2024 from Campbell Wealth Management, where he had worked since 2018. He now serves double duty, working with wealth management clients and taking charge of business development for his Charlotte office. In this role, Jake meets with prospects, builds comprehensive financial plans, makes recommendations, implements strategies, then matches clients with an advisor to provide ongoing planning and financial guidance. He also manages and trains other members of the business development team. As a CFP® and EA, Jake enjoys providing higher-level tax analysis and planning.

He earned his Bachelor of Arts degree in economics from the University of Maryland, College Park, and started his career at ING Financial Partners. There, he built his foundation as a financial planner before moving to work at Wells Fargo and at Capital One, where his roles straddled the banking and investment worlds.

Outside of work, Jake enjoys spending time with his wife, daughter, and dog, whether they’re traveling, hiking on scenic trails, or carving down snowy slopes. Summers often find him at his lake house in southern Virginia, where he enjoys boating and water sports. A fan of live entertainment, he also catches concerts and shows whenever he can.