Briana Smith | Wealth Management Financial Advisor Raleigh NC
Briana Smith, CFP®

Briana Smith, CFP®

Financial Advisor

  • Westford, MA
  • A League of Their Own, Remember the Titans, and Love and Basketball
  • Kobe Bryant, Melinda Gates, and Pat Summit
  • “Do what you say and say what you do.”
  • Empathy, honesty, and wit

Financial Advisors

Briana Smith is a wealth management financial advisor based in Raleigh, NC.

CAPTRUST welcomed Briana in 2020, she currently serves as a financial advisor. Briana provides comprehensive financial planning for high-net-worth clients by developing and implementing customized solutions to meet their long-term goals and objectives.

Briana joined CAPTRUST from Trail Ridge Financial in Cary, NC where she worked as a financial advisor. Prior to Trail Ridge, Briana served as the financial planning coordinator at E3 Financial Planning in Needham, MA. She has been in the wealth management industry since 2011. Briana received a Bachelor of Arts degree in psychology and sociology from Wheaton College and is a CERTIFIED FINANCIAL PLANNER™.

Outside of work, Briana enjoys cheering on her nieces and nephews at sporting events, playing with her dog, Zeus, and exploring everything North Carolina has to offer with her wife, Leigh.

Education

  • Bachelor of Arts degree in psychology and sociology from Wheaton College

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Memberships

  • Finance committee member, National Alliance on Mental Illness (NAMI) Wake County

News & Resources

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