2 months ago
Market Update | January 2023
A year ago, markets were coming off one of the...
- With CAPTRUST Since 2009
- 704.927.0360
-
4201 Congress St #160
Charlotte, NC 28209
George G. Kroustalis, CRPC®
Principal,
Financial Advisor
- Charlotte, NC
- Liar’s Poker | Gladiator
- Warren Buffett, Jim Morrison, and Michael Jordan
- Keep going - It always gets better!
- Strong character, leadership, and courage
Financial Advisors
George Kroustalis is a wealth management financial advisor based in Charlotte, NC.
George joined CAPTRUST in 2009 as senior vice president and financial advisor responsible for providing comprehensive wealth investment advisory services to high-net-worth families, corporate executives, and business owners. Prior to joining the firm, George served as a senior vice president, financial advisor at Wells Fargo Advisors, and has worked in the industry since 1997. George is the author of Secrets to Becoming a Financial Badass, 2018.
Education
- Bachelor of Business Administration degree in finance and international business from the University of North Carolina at Charlotte
Industry Designations
- Chartered Retirement Planning Counselor℠
Awards & Recognition
- NAPA Top DC Advisor Teams | 2019, 2020, and 2021 (CAPTRUST Charlotte)
Memberships
- Member, University of North Carolina at Charlotte Foundation
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,...
