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Seth Stephen

Seth Stephen

Vice President,
Financial Advisor

  • Charlottesville, VA
  • The Sun Also Rises and The Bible | Forrest Gump
  • Ernest Hemingway, Duane Allman, and Ray Dalio
  • “Nothing in life is to be feared, it is only to be understood” by Marie Curie
  • Perseverance, integrity, and virtue

Financial Advisors

Seth Stephen is a wealth management advisor based in San Antonio, TX.

Seth joined CAPTRUST in 2021 and provides financial planning and analysis, investment advice, and liability management services to high-net-worth individuals and their families, businesses, and organizations.

Prior to CAPTRUST, Seth was a financial advisor with Capital Investment Companies in Raleigh, North Carolina, and before that with Morgan Stanley in Roanoke, VA. He has been in the industry since 2016.

Outside of the office, Seth enjoys volunteering, fly fishing, and playing live music.

Education

  • Bachelor of Arts degree in economics from Hampden-Sydney College
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