WILL REVELS, CFA, CEPA, CFP®
Will Revels is a former Army helicopter pilot-turned-wealth advisor. After spending a decade working for a private bank and several boutique firms, he founded PieCapital, an independent firm specializing in helping retiring executives and business owners transition to living on a fixed income. He is passionate about financial literacy and recently published a children’s book designed to teach kids about investing.
Prior to starting his investment career, Will served in the Army as a 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.
He is a graduate of the United States Military Academy at West Point, and he has an MBA from the University of North Carolina at Chapel Hill. He also holds the Chartered Financial Analyst designation and is a CERTIFIED FINANCIAL PLANNER™ professional.
Will lives with his wife and three children in Raleigh, where he currently serves on the board of the North Carolina Heroes Fund, as well as the Strong Gray Line, a non-profit established to honor the charitable passions of fallen members of the West Point Class of 2004. He also coaches NCFC soccer and can be seen drinking coffee almost any time of day.
Will Revels is a former Army helicopter pilot-turned-wealth advisor. After spending a decade working for a private bank and several boutique firms, he founded PieCapital, an independent firm specializing in helping retiring executives and business owners transition to living on a fixed income. He is passionate about financial literacy and recently published a children’s book designed to teach kids about investing.
Prior to starting his investment career, Will served in the Army as a 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.
He is a graduate of the United States Military Academy at West Point, and he has an MBA from the University of North Carolina at Chapel Hill. He also holds the Chartered Financial Analyst designation and is a CERTIFIED FINANCIAL PLANNER™ professional.
Will lives with his wife and three children in Raleigh, where he currently serves on the board of the North Carolina Heroes Fund, as well as the Strong Gray Line, a non-profit established to honor the charitable passions of fallen members of the West Point Class of 2004. He also coaches NCFC soccer and can be seen drinking coffee almost any time of day.
- Advisor Type: Wealth Manager
- Website:
https://www.piecapital.com - Phone: 9199015280
- City: Raleigh
- State: North Carolina
- Postal Code: 27601
- Country: United States
- Designations: CEPA, CFA, CFP
- Markets Served:
- Company Name: Balentine
