Wade Bilbrey is a wealth management financial advisor based in Nashville, TN.
Wade joined CAPTRUST in 2022 from TrustCore Financial Services and works to serve clients with a sense of purpose to strengthen them and their families. He has been in the industry since 2014 and serves as a specialist, financial planning. Wade holds a Bachelor of Science degree in both accounting and finance, and a Master of Business Administration degree in accounting from Tennessee Tech University.
He is a member of the Financial Planning Association of Middle Tennessee and holds the designations of Chartered Retirement Planning Counselor℠and CERTIFIED FINANCIAL PLANNER®.
Outside of work, Wade enjoys spending time traveling, hiking, and exploring the world with his wife Kelsey. He is also a board member with Hope’s Bridge of Middle TN. Wade and Kelsey are members of Joy Church in Mount Juliet, TN.
Education
- Bachelor of Science degree in accounting and finance
- Master of Business Administration degree in accounting from Tennessee Tech University
Industry Designations
- CERTIFIED FINANCIAL PLANNER®
- Chartered Retirement Planning Counselorâ„
Industry Involvement
- Member, FPA of Middle Tennessee