Book Your Meeting With Brian Wilbanks

Brian believes in working with clients to develop strong relationships. This coupled with a holistic approach to financial planning can produce long-term, sustainable benefits for clients. Working together to help clients assess their values and then using that information to enrich the financial planning process is fundamental to his approach.

After attending Furman University in Greenville, SC, Brian spent time in graduate programs before deciding on a career in financial services. He has worked in this industry since 2016.

Brian resides in Raleigh, NC with his wife Katlyn and his son Michael. Brian enjoys reading, hiking, and playing guitar in his free time.