3 weeks ago
Understanding Interest Rates
What is an interest rate and how is it calculated?...
- With CAPTRUST Since 2018
- 919.870.6822
-
4208 Six Forks Rd #1700
Raleigh, NC 27609
Shalethia Patton
Financial Advisor,
Advice & Wellness
- Atlanta, GA
- The Shack by William P. Young | The Lion King
- My three deceased grandparents
- To whom much is given, much will be required.
- Compassion, integrity, and resilience
Financial Advisors
Shalethia Patton is a wealth management financial advisor based in Raleigh, NC.
Shalethia joined the CAPTRUST team in 2018. She serves as an advice and wellness wealth advisor within the firms Institutional Services Group. Shalethia specializes in working with retirement plan participants and providing wealth management advice for plan sponsors.
She earned a Bachelor of Arts degree in English from Spelman College and a Master of Business Administration degree in management and marketing from Kennesaw State University, Michael J. Coles College of Business.
Education
- Master of Business Administration degree in management and marketing from Kennesaw State University—Michael J. Coles College of Business
- Bachelor of Arts degree in English from Spelman College
News & Resources
Wealth Management
Endowments & Foundations
3 weeks ago
Honoring Donor Intent
Looking for ways to honor donor input and foster positive...
Wealth Management
3 weeks ago
Financial Planning Checklist
In times of market volatility, it’s natural to feel uncertain...
Retirement Plans
3 weeks ago
CAPTRUST’s Financial Wellness Solution for Plan Sponsors
As more employees look to their employers for financial help...
