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Will Revels (CEPA, CFA, CFP®, MBA)

Will Revels focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs

Planning Specialties

Business owners.

Additional Information

Hi, I'm Will Revels, a West Point graduate turned wealth advisor. For over a decade, I have helped transitioning business owners develop clear strategies to achieve their financial goals.

NAPFA Start Date

April 02, 2026

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

555 Fayetteville St Suite #300 Raleigh, NC 27601 Phone: (919) 901-5280
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