George Kroustalis is a wealth management financial advisor based in Charlotte, NC.
George joined CAPTRUST in 2009 as senior vice president and financial advisor responsible for providing comprehensive wealth investment advisory services to high-net-worth families, corporate executives, and business owners. Prior to joining the firm, George served as a senior vice president, financial advisor at Wells Fargo Advisors, and has worked in the industry since 1997. George is the author of Secrets to Becoming a Financial Badass, 2018.
Education
- Bachelor of Business Administration degree in finance and international business from the University of North Carolina at Charlotte
Industry Designations
- Chartered Retirement Planning Counselor℠
Memberships
- Member, University of North Carolina at Charlotte Foundation
Awards & Recognition
- NAPA Top DC Advisor Teams | 2019, 2020, 2021, 2022, and 2024 (CAPTRUST Charlotte)