Wes Collins
Senior Manager, Financial Wellness and Advice at CAPTRUST Financial Advisors
- Role
- Senior Manager, Financial Wellness and Advice at CAPTRUST
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Wes Collins
Wes joined CAPTRUST in 2010 and serves as a Senior Manager within the Participant Advisory Services team. Within that role he helps to promote the services that the team offers and strategizes with clients on the best ways to effectively help their participants. Previously at CAPTRUST he worked as a Senior Associate/Retirement Counselor within the PAS team responsible for conducting retirement education and advice seminars for many of CAPTRUST’s institutional clients while also providing advice to participants on their retirement and other financial goals. Prior to joining the firm, Wes worked for The Vanguard Group as a fixed income trader and brokerage representative. Wes earned a Bachelor of Science degree in business administration and Master of Business Administration degree from East Carolina University, both with concentrations in finance. He was a recipient of the CAPTRUST Client Service Brick Award in 2012.
Experience
Senior Manager, Financial Wellness and Advice
Jan 2019 — Present · Raleigh-Durham, NC, US
Education
East Carolina University
Master of Business Administration (MBA), Finance, General
2004 — 2006
East Carolina University
Bachelor of Business Administration (BBA), Finance and Financial Management Services
2001 — 2004
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