Wade Bilbrey, CFP®, CRPC®

Specialist,
Financial Planning

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Biography
Education & Other Highlights
Location(s)

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 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 with his fiancé Kelsey, hiking, camping, and staying involved at Joy Church in Mount Juliet, Tennessee.

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 Counselor℠

Industry Involvement

  • Member, FPA of Middle Tennessee

Resources

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