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Morgan Jones

Morgan Jones

Senior Manager,
Wealth Operations

  • Greenville, NC
  • Any book I’m reading to my kids | Classic Christmas movies
  • My husband, grandmother, and Virginia Hall
  • "I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” ― Maya Angelou
  • Honesty, humility, and sense of humor

Business Operations Group

Morgan is an experienced manager who works within wealth operations and is based out of the Raleigh, NC office.

Morgan joined CAPTRUST in 2018 and serves as a senior manager in wealth operations. She is responsible for managing the on-boarding of new client accounts. Prior to joining the firm, Morgan was a director of operations at Tidewater Equity Partners, LLC, and she has worked in the industry since 2013.


  • Bachelor of Science degree in business administration with a concentration in operations and supply chain management from North Carolina State University
  • Master of Business Administration degree with a concentration in finance from East Carolina University
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