Megan Loftin, CFP®

Vice President |
Financial Advisor

Contact CAPTRUST
Biography
Education & Other Highlights
Location(s)

Megan Loftin is a wealth management financial advisor based in Raleigh, NC.

Megan joined CAPTRUST in 2021 and serves as a vice president and financial advisor. As a fiduciary financial advisor, her focus is on building and implementing comprehensive financial plans for high-net-worth families, business owners, and individuals that support their long-term goals.

Prior to joining the firm, Megan was as a director at Cambridge Investment Research and has been in the industry since 2007. She holds a Bachelor of Science in finance from North Carolina State University and the designation of CERTIFIED FINANCIAL PLANNER® (CFP®).

When not at work, Megan spends time with her husband, three young children, and their dog. She also enjoys travel, reading, and cheering on the NC State Wolfpack. She is a committed volunteer and serves on the board of directors for both the CAPTRUST Community Foundation and Activate Good, where she is vice chair.

Education

  • Bachelor of Science, business management, North Carolina State University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER®

Industry Involvement

  • Board member, CAPTRUST Community Foundation
  • Board member, Activate Good

Memberships

  • Board of directors, CAPTRUST Community Foundation
  • Board of directors, Activate Good

Resources

Get Informed

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