Mark T. Medlin, AIF®, CPA

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

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