Helen Marshall

Consultant / Relationship Manager

Education & Other Highlights

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.





  • Bachelor of Science, business administration, Appalachian State University

Sanford, NC

603 Carthage Street #210
Sanford, NC 27330



Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.