Brian McCormack, CFP®
Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
38 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2016-present
- Consultant, First Citizens Bank Wealth Management, 2013-2016
- Financial Adviser, Captrust, 2012-2013
- Vice President, BB&T Institutional Trust, 1999-2012
- Vice President, Centura Trust, 1994-1999
- Vice President, Bank of America, 1986-1993
Education
- BA. Business Administration, North Carolina Wesleyan College
Personal interests and affiliations
- New Hanover County Industrial Facilities & Pollution Control Financing Authority, Board of Directors
- St Mark Catholic School, Student Advisory Council
- North Carolina Wesleyan College, Board of Visitors