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Brian Pollard, CFP®, CLU®, CWS®

Brian Pollard, CFP®, CLU®, CWS®

Vice President,
Financial Advisor

  • Salisbury, NC
  • Lonesome Dove and 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 is a wealth management advisor who works out of the Raleigh, NC office.

Brian joined CAPTRUST in 2016 and serves as a vice president, 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

  • Financial Planning Association, Triangle Chapter
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