Will Revels is a Relationship Manager in Balentine’s Raleigh office. Before joining Balentine, he spent four years at BB&T, where he managed over $300 million in assets for high-net-worth clients as a portfolio manager in the bank’s Wealth Division. He has worked in the investment industry in the Tar Heel state for nearly a decade. Prior to starting his investment career, Will served in the Army as an Airborne 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.
Will 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 as CEO and president of the Strong Gray Line Corporation, a non-profit established to honor the charitable passions of fallen members of the West Point Class of 2004.
- BS, United States Military Academy at West Point (Human and Regional Geography)
- MBA, Kenan-Flagler Business School at the University at North Carolina at Chapel Hill (Finance)
- BB&T Wealth, Wealth Portfolio Manager
- Southeast Financial Group, Relationship Manager and Investment Advisor
- U.S. Army, Captain
Professional Affiliations & Awards
- CFA Charterholder
- CFA Institute, Member
- CFA Society North Carolina, Member
- CERTIFIED FINANCIAL PLANNER™
- Strong Gray Line Corporation, West Point Class of 2004, President
- West Point Society of the Research Triangle, Member
How and why did you get into this business?
I am a planner. It’s a skill that was honed in the military, but it’s something I’ve always been passionate about. This is a business that allows me to do that every day for my clients. The fact that I get paid for it is nice, too.
Who were your heroes growing up, and how did that influence your life and career?
I would consider both of my grandfathers to be heroes, as both men led extraordinary lives. After the war, my paternal grandfather started as a teller at the bank and retired fifty years later as its chairman and CEO. That is a lesson in persistence that I have always found inspiring. My maternal grandfather lived in a small town but thought and dreamed “big.” After serving in the Navy, he practiced law for sixty years, developed real estate, served in the state legislature, and traveled the world. His motor never stopped running.
What keeps you awake at night?
At the moment, it’s our youngest son, Jack, who is getting his baby teeth!
What inspires you to come to work each day?
A combination of clients depending on me and the fact that I get to work with people whom I respect and admire.
If you were abandoned on a deserted island, what single creature comfort would you desire most?
It’s a tie between the newspaper and my coffee pot.
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