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G. Ric Mundorf, CFP®

G. Ric Mundorf, CFP®

Vice President,
Financial Advisor

  • Charlotte, NC
  • The Patriot
  • Bishop Curlin, Bishop Emeritus of Charlotte, NC; Billy Graham and Hugh McColl (former Bank of America Chairman and CEO)
  • A true sign of insanity is doing the same thing over and over and expecting different results.
  • Integrity, honesty, and spirituality

Financial Advisors

Ric is a retirement plan advisor based out of Charlotte, NC.

Ric joined CAPTRUST in 2005 as a vice president, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Ric served as a senior consultant with Hutchinson and Associates and has worked in the industry since 1972.


  • Bachelor of Science degree from Wake Forest University

Industry Designations


Awards & Recognition

  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST Charlotte)
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