Mark T. Medlin, AIF®, CPA

Financial Advisor

Education & Other Highlights

Mark Medlin is an institutional retirement plan advisor based in Raleigh, NC.

Mark joined CAPTRUST in 1998 as a principal and financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Mark served as a president for Benefit Services and Design and has worked in the industry since 1987.


  • Bachelor of Science degree in business administration and accounting from the University of East Carolina

Industry Designations

  • Accredited Investment Fiduciary®
  • Certified Public Accountant


  • Board Member, Boys & Girls Club

Awards & Recognition

  • Barron’s Top Institutional Consultants | 2021 and 2022 (Team Medlin)
  • NAPA Top DC Advisor Teams | 2019, 2020, 2021, 2022, and 2024 (CAPTRUST Raleigh)
  • 401kWire 300 Most Influential Defined Contribution Advisors | 2010
  • PLANSPONSOR Magazine Retirement Plan Adviser Team of the Year | 2007


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