2 months ago
Market Update | January 2023
A year ago, markets were coming off one of the...
- With CAPTRUST Since 2016
- 919.870.6822
-
4208 Six Forks Rd #1700
Raleigh, NC 27609
Brian Pollard, CFP®, CLU®, CWS®
Senior Vice President,
Financial Advisor
- Salisbury, NC
- Lonesome Dove | Caddyshack
- Allison Pollard, James T. Valvano, and My Grandfathers
- Give and it will be given to you - Luke 6:38
- Integrity, honesty, and resiliency
Financial Advisors
Brian Pollard is a wealth management advisor based in Raleigh, NC.
Brian joined CAPTRUST in 2016 and serves as a senior vice president and financial advisor responsible for providing comprehensive wealth management to high-net-worth investors, private foundations, and corporate executives. Prior to joining the firm, Brian served as a senior wealth manager at the United Services Automobile Association (USAA), and has worked in the industry since 1997.
Education
- Advanced estate and financial planning practices executive certification from the University of Pennsylvania Wharton School
- Bachelor of Science degree in business management from North Carolina State University
Industry Designations
- CERTIFIED FINANCIAL PLANNER™
- Certified Wealth Strategist®
- Chartered Life Underwriter (CLU®)
Industry Involvement
- Member, Financial Planning Association (Triangle Chapter)
News & Resources
Resources
Resources
2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Wealth Management
3 months ago
VESTED Voices: Joshua Becker
In this video, get to know Things That Matter author...
Wealth Management
4 months ago
VESTED Voices: Major General Angie Salinas
In this video, get to know Major General Angie Salinas,...
