1 month ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
- With CAPTRUST Since 1998
- 919.870.6822
-
4208 Six Forks Rd #1700
Raleigh, NC 27609
Mark T. Medlin, AIF®, CPA
Principal,
Financial Advisor
- Lincolnton, NC
- A Good Walk Spoiled | Remember the Titans
- My family
- They fail and they alone who have not striven.
- Honesty, perseverence, and a sense of humor
Financial Advisors
Mark Medlin is an institutional retirement plan advisor based in Raleigh, NC.
Mark joined CAPTRUST in 1998 as a principal and financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Mark served as a president for Benefit Services and Design and has worked in the industry since 1987.
Education
- Bachelor of Science degree in business administration and accounting from the University of East Carolina
Industry Designations
- Accredited Investment Fiduciary®
Awards & Recognition
- Barron’s Top Institutional Consultants | 2021 and 2022 (Team Medlin)
- NAPA Top DC Advisor Teams | 2019, 2020, and 2021 (CAPTRUST Raleigh)
- 401kWire 300 Most Influential Defined Contribution Advisors | 2010
- PLANSPONSOR Magazine Retirement Plan Adviser Team of the Year | 2007
Memberships
- Board Member, Boys & Girls Club
News & Resources
Resources
Announcements
1 month ago
CAPTRUST Named to Barron’s 2022 List
Barron’s recently honored 20 CAPTRUST advisor teams with the prestigious...
Retirement Plans
2 months ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
Resources
4 months ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
