Will Revels, Cfa, Cepa, Cfp®
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Will Revels, Cfa, Cepa, Cfp® Email & Phone Number

Wealth Advisor | Author | Veteran at PieCapital
Location: Raleigh, North Carolina, United States 5 work roles 2 schools
1 work email found @balentine.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email w****@balentine.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Wealth Advisor | Author | Veteran
Location
Raleigh, North Carolina, United States

Who is Will Revels, Cfa, Cepa, Cfp®? Overview

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Quick answer

Will Revels, Cfa, Cepa, Cfp® is listed as Wealth Advisor | Author | Veteran at PieCapital, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at balentine.com and a matched LinkedIn profile for Will Revels, Cfa, Cepa, Cfp®.

Will Revels, Cfa, Cepa, Cfp® previously worked as Founder & Wealth Advisor at Piecapital and Senior Relationship Manager at Balentine. Will Revels, Cfa, Cepa, Cfp® holds Bs, Human And Regional Geography from United States Military Academy At West Point.

Company email context

Email format at PieCapital

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*@balentine.com
68% confidence

AeroLeads found 1 current-domain work email signal for Will Revels, Cfa, Cepa, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Will Revels, Cfa, Cepa, Cfp®

Preparing to live on a fixed income doesn't have to be stressful. At PieCapital, we serve as your personal CFO, so that you can spend more time living with your wealth than managing it. If you are considering retirement or selling a business, lets talk. Email us at hello AT piecapital.com.

Listed skills include Microsoft Powerpoint.

Current workplace

Will Revels, Cfa, Cepa, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

PieCapital
Piecapital
Wealth Advisor | Author | Veteran
AeroLeads page
5 roles

Will Revels, Cfa, Cepa, Cfp® work experience

A career timeline built from the work history available for this profile.

Founder & Wealth Advisor

Current

Raleigh, North Carolina, United States

Jan 2024 - Present

Senior Relationship Manager

Raleigh-Durham-Chapel Hill Area

Aug 2020 - Jan 2024

Vice President | Wealth Portfolio Manager

Raleigh-Durham, North Carolina Area

Aug 2016 - Jul 2020

Associate | Relationship Manager & Investment Advisor

Southeast Financial Group, Inc.

Raleigh-Durham, North Carolina Area

Aug 2012 - Aug 2016

Captain

Fort Bragg, NC

May 2004 - Jun 2011
2 education records

Will Revels, Cfa, Cepa, Cfp® education

FAQ

Frequently asked questions about Will Revels, Cfa, Cepa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Will Revels, Cfa, Cepa, Cfp® work for?

Will Revels, Cfa, Cepa, Cfp® works for PieCapital.

What is Will Revels, Cfa, Cepa, Cfp®'s role at PieCapital?

Will Revels, Cfa, Cepa, Cfp® is listed as Wealth Advisor | Author | Veteran at PieCapital.

What is Will Revels, Cfa, Cepa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @balentine.com for Will Revels, Cfa, Cepa, Cfp® at PieCapital.

Where is Will Revels, Cfa, Cepa, Cfp® based?

Will Revels, Cfa, Cepa, Cfp® is based in Raleigh, North Carolina, United States while working with PieCapital.

What companies has Will Revels, Cfa, Cepa, Cfp® worked for?

Will Revels, Cfa, Cepa, Cfp® has worked for Piecapital, Balentine, Bb&T, Southeast Financial Group, Inc., and Us Army.

How can I contact Will Revels, Cfa, Cepa, Cfp®?

You can use AeroLeads to view verified contact signals for Will Revels, Cfa, Cepa, Cfp® at PieCapital, including work email, phone, and LinkedIn data when available.

What schools did Will Revels, Cfa, Cepa, Cfp® attend?

Will Revels, Cfa, Cepa, Cfp® holds Bs, Human And Regional Geography from United States Military Academy At West Point.

What skills is Will Revels, Cfa, Cepa, Cfp® known for?

Will Revels, Cfa, Cepa, Cfp® is listed with skills including Microsoft Powerpoint.

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