Cfp® Wade Bilbrey Crpc®

Wade Bilbrey, CFP®, CRPC® has a work experience spanning several years in the financial services industry. Their most recent role was as a Senior Associate I Relationship Manager at CAPTRUST, starting in December 2022. Prior to that, they worked as a Financial Planner at TrustCore from December 2021 to December 2022. Wade also served as an Investment Strategies Specialist at One Trusted Advisor from October 2017 to November 2021. Their earlier experience includes a role as a Financial Advisor at Waddell & Reed from May 2014 to August 2017.

Wade Bilbrey completed their Bachelor of Science degree in Finance, General from Tennessee Technological University in 2013. Prior to that, they earned their Master of Business Administration degree with a focus on Accounting from the same university in 2012. Their undergraduate education also includes a Bachelor of Science degree in Accounting, which they obtained in 2010.

In terms of additional certifications, Wade Bilbrey obtained the CERTIFIED FINANCIAL PLANNER™ Professional designation from the CFP Board in December 2021. Wade also completed the CFP Certification Professional Education Program from the College for Financial Planning in September 2021. Furthermore, in October 2017, they obtained the Chartered Retirement Planning Counselor™ (CRPC®) certification from the College for Financial Planning.