Financial Advisor Relationship Manager
Current
Apr 2023 - Present
AeroLeads people directory · profile
Spencer Brown, Cfp® Email & Phone Number
Financial Advisor Relationship Manager
at
CAPTRUST
1 work email found
@hilltopwealthadvisors.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Advisor Relationship Manager
Location
Raleigh, North Carolina, United States
Company size
Who is Spencer Brown, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Spencer Brown, Cfp® is listed as Financial Advisor Relationship Manager at CAPTRUST, a with 621 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at hilltopwealthadvisors.com and a matched LinkedIn profile for Spencer Brown, Cfp®.
Spencer Brown, Cfp® previously worked as Financial Planning Associate at Hilltop Wealth Advisors and Financial Advisor Internship at Hilltop Wealth Advisors. Spencer Brown, Cfp® holds Business Administration And Management, General, Graduated from High Point University.
Company email context
Email format at CAPTRUST
This section adds company-level context without repeating Spencer Brown, Cfp®'s masked contact details.
*@hilltopwealthadvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Spencer Brown, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Spencer Brown, Cfp®
When considering what industry I wanted to enter after college, I knew I wanted it to be an industry that was fulfilling and gratifying. I always wanted to help people and between my interest to enhance someone else's life and my desire to think creatively and critically, I found myself gravitating towards Financial Planning. This led me to completing a Financial Planning Internship in the Summer of 2017. During my Financial Planning Internship, I realized that through the use of holistic financial planning, I could help others achieve their goals that they may have once thought were unattainable.https://www.hilltopwealthadvisors.com/disclosures
Current workplace
Spencer Brown, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Captrust
4 roles
Spencer Brown, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Planning Associate
Worked to provide strategic ideas and recommendations based on client specific situations.
Jul 2018 - Apr 2023
Financial Advisor Internship
Assisted in the back office as support staff to provide client's with the best service possible.
Jun 2017 - Aug 2017
Manager
Chapel Hill Carriage House
Mar 2013 - Sep 2014
Team & coworkers
Colleagues at CAPTRUST
Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →
TS
Tom Spohn, Cfp®
Colleague at CaptrustNew York, United States
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JG
Jackie Gonzalez
Colleague at CaptrustSan Antonio, Texas, United States
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CP
Clerise Phillip
Colleague at CaptrustRaleigh, North Carolina, United States
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AF
Aaron Fry
Colleague at CaptrustPittsburgh, Pennsylvania, United States
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DR
David R. Hartness
Colleague at CaptrustWilmington, North Carolina, United States
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DU
Daniel Urban, Qpfc, Tgpc
Colleague at CaptrustNew York City Metropolitan Area, United States
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SS
Stewart Schmidt, Cfp®
Colleague at CaptrustUniontown, Ohio, United States
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SB
Skyler Borgman, Cfa, Cfp, Frm
Colleague at CaptrustRaleigh, North Carolina, United States
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MB
Michael Broderick
Colleague at CaptrustRaleigh, North Carolina, United States
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ML
Matthew Leggett, Cfp®
Colleague at CaptrustRaleigh, North Carolina, United States
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Tom Spohn, Cfp®
Colleague at CaptrustNew York, United States
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JG
Jackie Gonzalez
Colleague at CaptrustSan Antonio, Texas, United States
View →
CP
Clerise Phillip
Colleague at CaptrustRaleigh, North Carolina, United States
View →
AF
Aaron Fry
Colleague at CaptrustPittsburgh, Pennsylvania, United States
View →
DR
David R. Hartness
Colleague at CaptrustWilmington, North Carolina, United States
View →
DU
Daniel Urban, Qpfc, Tgpc
Colleague at CaptrustNew York City Metropolitan Area, United States
View →
SS
Stewart Schmidt, Cfp®
Colleague at CaptrustUniontown, Ohio, United States
View →
SB
Skyler Borgman, Cfa, Cfp, Frm
Colleague at CaptrustRaleigh, North Carolina, United States
View →
MB
Michael Broderick
Colleague at CaptrustRaleigh, North Carolina, United States
View →
ML
Matthew Leggett, Cfp®
Colleague at CaptrustRaleigh, North Carolina, United States
View →
1 education record
Spencer Brown, Cfp® education
FAQ
Frequently asked questions about Spencer Brown, Cfp®
Quick answers generated from the profile data available on this page.
What company does Spencer Brown, Cfp® work for?
Spencer Brown, Cfp® works for CAPTRUST.
What is Spencer Brown, Cfp®'s role at CAPTRUST?
Spencer Brown, Cfp® is listed as Financial Advisor Relationship Manager at CAPTRUST.
What is Spencer Brown, Cfp®'s email address?
AeroLeads has found 1 work email signal at @hilltopwealthadvisors.com for Spencer Brown, Cfp® at CAPTRUST.
Where is Spencer Brown, Cfp® based?
Spencer Brown, Cfp® is based in Raleigh, North Carolina, United States while working with CAPTRUST.
What companies has Spencer Brown, Cfp® worked for?
Spencer Brown, Cfp® has worked for Captrust, Hilltop Wealth Advisors, and Chapel Hill Carriage House.
Who are Spencer Brown, Cfp®'s colleagues at CAPTRUST?
Spencer Brown, Cfp®'s colleagues at CAPTRUST include Tom Spohn, Cfp®, Jackie Gonzalez, Clerise Phillip, Aaron Fry, and David R. Hartness.
How can I contact Spencer Brown, Cfp®?
You can use AeroLeads to view verified contact signals for Spencer Brown, Cfp® at CAPTRUST, including work email, phone, and LinkedIn data when available.
What schools did Spencer Brown, Cfp® attend?
Spencer Brown, Cfp® holds Business Administration And Management, General, Graduated from High Point University.
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