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Phillip Epting, CFP®

Phillip Epting, CFP®

Senior Specialist,
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 financial planner 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®) 
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