Will Revels, CFA, CFP®, CEPA

Senior Relationship Manager, Raleigh Wealth

Partner

Principal

Will Revels, CFA, CFP®️, CEPA is a Senior Relationship Manager in Balentine’s Raleigh office. In this role, he manages a team that oversees all aspects of each client’s financial well-being by creating custom financial plans and investment portfolios that best allow them to meet their objectives.

Will has worked in the investment industry for more than a decade. Before joining Balentine in 2020, he was a portfolio manager for high-net-worth clients at BB&T.

Prior to starting his investment career, Will served in the Army as an Airborne Ranger—qualified aviation officer and helicopter pilot. While serving with the 82nd Airborne Division and 7th Special Forces Group, Will deployed twice to Afghanistan, receiving several medals for his service.

Will earned a BS from the United States Military Academy at West Point and an MBA from the University of North Carolina at Chapel Hill. He is a Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER™, and Certified Exit Planning Advisor.

 

Will lives with his wife and three children in Raleigh, where he currently serves as CEO and Past President of the Strong Gray Line Corporation, a non-profit established to honor the charitable passions of fallen members of the West Point Class of 2004.

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Education

BS, United States Military Academy at West Point (Human and Regional Geography)

MBA, Kenan-Flagler Business School, University at North Carolina at Chapel Hill (Finance)

Experience

BB&T Wealth, Wealth Portfolio Manager

Southeast Financial Group, Relationship Manager and Investment Advisor

U.S. Army, Captain

Professional affiliations & awards

Association for Corporate Growth (Raleigh-Durham Chapter), Member

CFA Charterholder

CFA Institute, Member

CFA Society North Carolina, Member

CERTIFIED FINANCIAL PLANNER™

Certified Exit Planning Advisor (CEPA)

Community involvement

Strong Gray Line Corporation

West Point Class of 2004, President

West Point Society of the Research Triangle, Member

Q&A

How and why did you get into this business?

I am a planner. It’s a skill that was honed in the military, but it’s something I’ve always been passionate about. This is a business that allows me to do that every day for my clients. The fact that I get paid for it is nice, too.

Who were your heroes growing up, and how did that influence your life and career?

I would consider both of my grandfathers to be heroes, as both men led extraordinary lives. After the war, my paternal grandfather started as a teller at the bank and retired fifty years later as its chairman and CEO. That is a lesson in persistence that I have always found inspiring. My maternal grandfather lived in a small town but thought and dreamed “big.” After serving in the Navy, he practiced law for sixty years, developed real estate, served in the state legislature, and traveled the world. His motor never stopped running.

What keeps you awake at night?

At the moment, it’s our youngest son, Jack, who is getting his baby teeth!

What inspires you to come to work each day?

A combination of clients depending on me and the fact that I get to work with people whom I respect and admire.

If you were abandoned on a deserted island, what single creature comfort would you desire most?

It’s a tie between the newspaper and my coffee pot.

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