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Wade Bilbrey, CFP®, CRPC®

Wade Bilbrey, CFP®, CRPC®

Senior Associate,
Relationship Manager

  • Cookeville, TN
  • Wild At Heart by John Eldredge | The Searchers
  • Leonardo da Vinci, Benjamin Franklin, and John F. Kennedy
  • ”I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” Maya Angelou
  • Trustworthy, loyal, and kind

Financial Advisors

Wade Bilbrey is a wealth management financial advisor based in Nashville, TN.

Wade joined CAPTRUST in 2022 from TrustCore Financial Services and works to serve clients with a sense of purpose to strengthen them and their families. He has been in the industry since 2014 and serves as a senior associate and relationship manager. Wade holds a Bachelor of Science degree in accounting and finance and a Master of Business Administration degree in accounting from Tennessee Tech University.

He is a member of the Financial Planning Association of Middle Tennessee and holds the designations of Chartered Retirement Planning Counselor℠ and CERTIFIED FINANCIAL PLANNER®.

Outside of work, Wade enjoys spending time with his fiancé Kelsey, hiking, camping, and staying involved at Joy Church in Mount Juliet, Tennessee.

Education

  • Bachelor of Science degree in accounting and finance
  • Master of Business Administration degree in accounting from Tennessee Tech University

Industry Designations

  • Chartered Retirement Planning Counselor℠ (CRPC®)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Industry Involvement

  • Member, FPA of Middle Tennessee
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