Raleigh, NC
Brian Carr
Private Wealth Advisor • Managing Partner
Brian Carr is the Private Wealth Advisor, Managing Partner of Concord Private Wealth. As a seasoned financial advisor, he brings a strategic yet personal approach to wealth management - helping clients and their families navigate complexity with clarity and confidence.
Known for his calm leadership and big-picture thinking, Brian builds lasting relationships rooted in trust, transparency, and shared values. Brian holds a B.A. in Economics from the University of South Carolina.
He is a Certified Private Wealth Advisor (CPWA) and a CERTIFIED FINANCIAL PLANNER® professional. He also holds Series 7 and 66 securities registrations, along with Life, Health, and Long-Term Care insurance licensure.
Outside the office, Brian enjoys life in Cary, North Carolina, with his wife Katie and their three children – Asher, Isla, and Sophie. The couple met while studying abroad in Barcelona and continue to share a love of travel.
Weekends are often spent coaching youth sports, exploring the outdoors, and enjoying a round of golf or live music close to home.
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