2 months ago
Mission or Values: Which Comes First?
To chart a course, it helps to have a compass....
Financial Advisor
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.
2 months ago
To chart a course, it helps to have a compass....
3 months ago
If properly managed, Institutional Asset Pools (IAPs), like cash reserves...
4 months ago
When most people think about giving to a charity, the...
4 months ago
As the U.S. debt ceiling takes over the headlines, this...