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Steve Coggins, AIF®

Steve Coggins, AIF®

Vice President,
Financial Advisor

  • Charlotte, NC
  • "And we know that all things work together for good to those who love God..." Romans 8:28
  • Honesty, integrity, and transparency

Financial Advisors

Steve Coggins is a wealth management financial advisor based in Wilmington, NC.

Steve Coggins joined CAPTRUST in 2022 and serves as a principal and financial advisor. He works with a team who support clients by serving as their personal CFO. Since joining the industry in 1998, Steve is a frequent writer and speaker on financial topics and loves making complex issues simple to understand. He holds a Bachelor of Arts degree in international studies from the University of North Carolina at Chapel Hill.

Outside of work, he enjoys spending time with his wife Allison and four kids, being outside in nature, and reading.

Education

  • Bachelor of Arts degree in international studies from the University of North Carolina at Chapel Hill

Industry Designations

  • Accredited Investment Fiduciary® (AIF®)
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