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Kirkland Caison, CFP®

Kirkland Caison, CFP®

Vice President,
Financial Advisor

  • Raleigh, NC
  • Psychology of Money by Morgan Housel | Hell or High Water
  • My deceased grandfather, Scott Van Pelt, and Javonte Williams
  • To whom much is given, much is required.
  • Authenticity, humility, and sense of humor

Financial Advisors

Kirkland Caison is a wealth management financial advisor based in Austin, TX.

CAPTRUST welcomed Kirkland in 2019 and he currently serves as a financial advisor. Kirkland provides comprehensive wealth management services to corporate executives, entrepreneurs, and those nearing and in retirement by developing and implementing solutions to meet their long-term goals. He has extensive experience in developing and presenting financial plans involving cash flow, tax, retirement, and estate planning to clients.

Kirkland joined CAPTRUST from Vanguard where he worked in client services. He helped high net worth clients develop their investment strategy based on risk tolerance and time horizon. Kirkland received a Bachelor of Science degree in business administration from the University of North Carolina at Chapel Hill.

Outside of work, Kirkland enjoys playing basketball, golf, and spending time with his friends and family.

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
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