Stephen Lavenets is a wealth management financial advisor based in Raleigh, NC.

Stephen uses a planning approach that integrates retirement, tax, estate, and insurance considerations while upholding fiduciary standards aligned with clients’ long‑term goals. He delivers tailored investment strategies, analyzes portfolios and risk, and ensures clear guidance, regulatory compliance, and high‑quality service for high‑value clients.

From 2016 to 2020, Stephen worked on the Capital Markets team at Credit Suisse, focusing on profit and loss analysis related to IPOs and debt issuances. He joined CAPTRUST in 2020.

Stephen earned his Bachelor of Science degree in business administration from East Carolina University.

Outside of work, Stephen enjoys spending time with his wife and two young boys as well as playing competitive golf.