Helen Marshall is a wealth management financial advisor based in Sanford, NC.

Helen helps high-net-worth individuals and families reach their unique financial goals though the creation, execution, and monitoring of customized financial plans and tailored investment portfolios.

Before coming to CAPTRUST, she was an investment analyst and portfolio manager, completing market research, crafting investment strategies, and implementing daily trades.

Helen earned her Bachelor of Science degree in business administration from Appalachian State University in Boone, North Carolina.

In her spare time, she enjoys cooking, reading, yoga, and spending time with her friends and family.