Chris Grogan is a wealth management financial advisor based in Charlotte, North Carolina.

Chris joined CAPTRUST in 2025 from Carolinas Investment Consulting (CIC), where he was a founding member.

His expertise encompasses individual clients, foundations and endowments, and corporate retirement plans. His clientele includes executives, small-business owners, physicians, medical practices, and multi-generational families.

Recognizing the distinctiveness and significance of each client relationship, Chris dedicates time to comprehensively understanding his clients’ specific needs. This holistic approach enables him to develop tailored and suitable plans that prioritize financial security and alleviate financial stress.

Chris earned a Bachelor of Science in business administration from the University of North Carolina at Charlotte. Prior to the start of his wealth management career in 1999, he worked in Bank of America’s corporate finance department.

Chris is a native of the Charlotte region. Outside of his professional responsibilities, he enjoys spending time with his family, hiking, traveling, and photography. He and his wife, Christie, reside in Fort Mill, South Carolina, with their two children.