1 year ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
- With CAPTRUST Since 2020
- 336.294.8585
-
628 Green Valley Rd #206
Greensboro, NC 27408
Phillip Epting, CFP®
Financial Advisor
- Lewisville, NC
- A Short History of Nearly Everything by Bill Bryson | The Departed
- Abraham Lincoln, Warren Buffett, and Peyton Manning
- Leave it better than you found it
- Work ethic, kindness, and personality
Financial Advisors
Phillip Epting is a wealth management financial advisor based in Greensboro, NC.
Phillip joined CAPTRUST in 2020 as a financial planner responsible for providing investment advisory services to high-net-worth individuals, families, and institutions.
Prior to joining CAPTRUST, Phillip held the position of wealth advisor at Financial Directions Group and was a senior financial consultant at TD Ameritrade before that. He earned his Bachelor of Science Business Administration degree in finance and economics from the University of North Carolina at Wilmington and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation.
Education
- Bachelor of Science Business Administration degree in finance and economics from the University of North Carolina at Wilmington
Industry Designations
- CERTIFIED FINANCIAL PLANNER® (CFP®)
News & Resources
Wealth Management
Wealth Management
2 years ago
September Tax Proposals
This two-minute read breaks down the Biden Administration’s mid-September announcement...
Wealth Management
2 years ago
Understanding HSAs
If you’re in a high deductible health plan, a health...
Resources
2 years ago
Valuation Discounts for Gift and Estate Tax Savings
CAPTRUST wealth advisor Veronica Karas offers her insight with a...
