Phillip Epting, CFP®

Financial Advisor

Contact CAPTRUST
Biography
Education & Other Highlights
Location(s)

Phillip Epting is a wealth management financial advisor based in Greensboro, NC.

Phillip joined CAPTRUST in 2020 as a financial planner responsible for providing investment advisory services to high-net-worth individuals, families, and institutions.  

Prior to joining CAPTRUST, Phillip held the position of wealth advisor at Financial Directions Group and was a senior financial consultant at TD Ameritrade before that. He earned his Bachelor of Science Business Administration degree in finance and economics from the University of North Carolina at Wilmington and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation.

Education

  • Bachelor of Science Business Administration degree in finance and economics from the University of North Carolina at Wilmington 

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Resources

Get Informed

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