Will Kincaid

Financial Representative
Connect with Will Kincaid
will.kincaid@cplanning.com

Office Location:
2626 Glenwood Ave
Suite 450
Raleigh, NC 27608

Will Kincaid is a New Bern native who started out day-trading, developing a sharp eye for market trends through technical and fundamental analysis. Over time, he realized his true passion lay in helping others understand and organize their finances. A longtime friend introduced him to Consolidated Planning, and he was drawn to the firm’s client-focused culture and supportive environment.

Today, Will works with healthcare professionals, small business owners, and families, drawing on his background in Psychology from UNCW and his hands-on market experience. Outside the office, he enjoys hunting, fishing, and camping with his family. He’s also a devoted Grateful Dead fan—his dog, Sugar Magnolia, is named after one of their songs.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning, Inc. is not an affiliate or subsidiary of Guardian.