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Brian Pollard, CFP®Vice President, Financial Advisor

  • 4208 Six Forks Road
    Suite 1700
    Raleigh, NC 27609
  • 919.870.6822
  • LinkedIn

Brian joined CAPTRUST in 2016 and serves as a vice president, financial advisor responsible for providing comprehensive wealth management to high-net-worth investors, private foundations, and corporate executives. Prior to joining the firm, Brian served as a senior wealth manager at the United Services Automobile Association (USAA), and has worked in the industry since 1997.

EDUCATION

  • Bachelor of Science degree in business management from North Carolina State University
  • Advanced estate and financial planning practices executive certification from the University of Pennsylvania Wharton School

INDUSTRY DESIGNATIONS

  • CERTIFIED FINANCIAL PLANNER
  • Chartered Life Underwriter (CLU)
  • Certified Wealth Strategist (CWS®)

FAVORITE PHILANTHROPY

  • The Frankie Lemmon School
  • The Salvation Army of Wake County
  • Corrall Riding Academy

INDUSTRY INVOLVEMENT

  • Financial Planning Association – Triangle Chapter

Personal Profile

Hometown:
Salisbury, NC
Favorite Book or Movie:
Lonesome Dove, Caddyshack
Ideal Dinner Guest:
Allison Pollard, James T. Valvano, and My Grandfathers
Words to Live By:
Give and it will be given to you - Luke 6:38
Qualities I Admire in People:
Integrity, Honesty, and Resiliency