Shalethia Patton

Financial Advisor,
Advice & Wellness

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Biography
Education & Other Highlights
Location(s)

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

Video

Basics of 529 Education Savings for Individuals

Choosing the right college savings plan for your child can seem overwhelming. In this video, we will review several options and share the unique set of rules for each option.

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