Jake Rawlings is a wealth management financial advisor based in Alexandria, Virginia.

Jake Rawlings was welcomed to the firm in late 2024, when Campbell Wealth Management (CWM) became CAPTRUST.

In his role, he serves double duty, working with wealth clients and taking charge of business development. Jake meets with prospects, builds comprehensive financial plans, makes recommendations, implements strategies, then matches clients with their advisor to provide ongoing planning and 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 started his career at ING Financial Partners after earning a Bachelor of Arts degree in economics from the University of Maryland, College Park. There, he found and booked marketing events. He describes the experience as “trial by fire” and learned a lot in a very short period. He became one of the top advisors at the firm.

He moved on to Wells Fargo, where his role straddled the banking and investment worlds; he worked with high- and ultra-high-net-worth clients, uncovering banking solutions and investment opportunities.

That was followed by a stint with Capital One training bankers on how to uncover opportunities and getting back into holistic planning.

Since he took on his role as a wealth advisor at CWM now CAPTRUST, he’s earned his CFP® and EA credentials and has thoroughly enjoyed providing comprehensive financial planning services to high- and ultra-high-net-worth individuals, with a focus on retirement and tax planning. “I’ll continue this passion for financial education and positively impacting the lives of others in this new role at CAPTRUST,” he says, “and am excited to be a part of this new, much bigger team.”

Outside of work, Jake enjoys spending time with his wife, daughter, and dog. He also likes traveling, hiking, snowboarding, boating, and watersports at his lake house in southern Virginia, as well as attending concerts and shows.