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Brian Dalton, CFP®

Senior Financial Planning Associate


B.S. Financial Management, Minoring in Accounting,
Clemson University

Before joining TriCapital Wealth Management, Brian worked as a financial planner at Vanguard for 5 years where he worked with individuals and families on achieving their financial goals. Brian is in the industry to share his knowledge and help clients and their families see their goals become a reality. Brian received his Certified Financial Planner™ designation in 2021. Brian graduated from Clemson University in 2019 with a major in Financial Management and a minor in Accounting.

Brian currently lives in the South End area of Charlotte with his fiancé and will be getting married in the fall of 2024. When he is not in the office he enjoys spending his time outdoors, playing and watching sports, and looking for new restaurants to try. He is originally from Illinois and has been in the Carolinas for the last 10 years.