Lyric Martin, CFP®, MBA

Senior Financial Advisor | Financial Planning

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Biography
Education & Other Highlights
Location(s)

Lyric Martin is a wealth management financial advisor based in Charlotte, North Carolina.

Lyric was welcomed in 2025, when Carolinas Investment Consulting (CIC) became CAPTRUST.

She joined CIC in July 2000 to provide financial planning services. Prior to joining the firm, Lyric had a 15-year career with Bank of America and its predecessors. At Bank of America, Lyric served as a vice president and trust officer in the Private Wealth Management group, after several years in the audit division.

She is a graduate of the University of North Carolina at Chapel Hill with a Bachelor of Science in business administration and a concentration in accounting. She received her MBA from Queens University in Charlotte.

Lyric is a member of Calvary Church, where she serves in children’s ministry, and the Financial Planning Association of Charlotte.

Lyric and her husband, Mitch, have two adult children, Jake and Rachel. In her free time, you may find her at the Harris YMCA or enjoying the lake or beach with her family and friends.

Education

  • University of North Carolina at Chapel Hill, Bachelor of Science, business administration with a concentration in accounting
  • Mater of Business Administration, Queens University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER®
  • Masters of Business Administration

Memberships

  • Financial Planning Association of Charlotte

Resources

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