9 months ago
Understanding Stock Market Indexes
In this video, we review the different stock exchanges, the...
Vice President,
Financial Advisor
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.
9 months ago
In this video, we review the different stock exchanges, the...
9 months ago
An FLP can be a powerful estate planning tool that...
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Now that you’ve decided to start a new business or...
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The income tax benefits offered by 529 plans make these...