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Brittany Robertson, CFP®, CES™

Brittany Robertson, CFP®, CES™

Financial Advisor,
Relationship Manager

  • Roanoke, VA
  • Any and all murder mysteries
  • Frank Beamer, Queen Elizabeth, and Elon Musk
  • “Opportunity is missed by most people because it is dressed in overalls and looks like work.” - Thomas Edison
  • Humility, integrity, and resilience

Financial Advisors

Brittany Robertson is a wealth management financial advisor based in Greensboro, NC.

Our firm welcomed Brittany in 2021. As a financial advisor and relationship manager, she provides investment advisory services to high-net-worth individuals, families, and institutions. When working with our clients, Brittany’s approach is very client-centric. She focuses on providing a positive experience and building long-term relationships while developing strategies to achieve goals.

Brittany joined CAPTRUST from Erickson Advisors—a fee-based registered advisory firm focused on educating and empowering its clients—where she served as a financial advisor. In this role, she managed wealth through a thoughtful investment lens, incorporating impact, environmental, social, and governance (ESG) and traditional investing strategies into planning methods to meet clients’ best interests and goals. Brittany earned a Bachelor of Science degree in finance from Virginia Polytechnic Institute and State University.

Education

  • Bachelor of Science degree in finance from Virginia Polytechnic Institute and State University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Trust and Estate Specialist™
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