Phone: 336.294.8585

Who We Serve



Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm


Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

Explore Our Services

A couple in a red convertible driving down a country road.

A quick drive from our founding city, our Greensboro location fosters a best-in-class client experience by keeping your unique goals at the forefront. With the help of our centralized model, our expert advisors utilize a variety of resources to help you achieve financial success. Discover the CAPTRUST difference by connecting with your local CAPTRUST advisor today.

Our Team

Walter E. Abele

Senior Financial Advisor

Phillip Epting

Senior Financial Advisor

Steven H. Morton

Financial Advisor

Retirement is such an important time, but it can also be challenging to navigate. At CAPTRUST, we know how to help clients attain a successful retirement. Navigating portfolio concerns, optimizing Social Security benefits, and effective tax planning are just the beginning.
Steven Morton


Get Informed

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