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Mark T. Medlin, CPA, AIF®Senior Vice President, Financial Advisor

  • 4208 Six Forks Road
    Suite 1700
    Raleigh, NC 27609
  • 919.870.8891
  • LinkedIn

Mark joined CAPTRUST in 1998 as a senior vice president, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Mark served as a president for Benefit Services and Design and has worked in the industry since 1987.

EDUCATION

  • Bachelor of Science degree in business administration and accounting from the University of East Carolina

INDUSTRY DESIGNATIONS

  • Certified Public Accountant (CPA)
  • Accredited Investment Fiduciary (AIF®)

AWARDS AND RECOGNITIONS 

  • 2007 Retirement Plan Adviser Team of the Year, PLANSPONSOR Magazine 
  • The 401kWire's 2010 300 Most Influential DC Advisors

MEMBERSHIPS

  • Board Member of Boys & Girls Club

Personal Profile

Hometown:
Lincolnton, NC
Favorite Book or Movie:
A Good Walk Spoiled and Remember the Titans
Ideal Dinner Guest:
My family
Words to Live By:
They fail and they alone who have not striven.
Qualities I Admire in People:
Honesty, perseverence, and a sense of humor
Favorite Philanthropy:
Boys & Girls Club