3 weeks ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
- 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 (Team Medlin)
- NAPA Top DC Advisor Teams | 2019 (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
Announcements
Announcements
1 month ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
Resources
2 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
Announcements
2 months ago
CAPTRUST Named Largest RIA for Sixth Consecutive Year
CAPTRUST has been named the largest registered investment advisor (RIA)...
