Greg Prince, CFP®

Consultant | Relationship Management

Biography
Education & Other Highlights
Location(s)

Greg Prince is a wealth management advisor based in Charlotte, NC.

Greg joined CAPTRUST in 2025 from Carolinas Investment Consulting, where he had been since 2019. He brings experience from Vanguard, where he worked as a retirement specialist and in small-business sales. He is currently responsible for performance reporting, portfolio monitoring, cash management, and building relationships with clients.

Greg received his Bachelor of Science degree in business management and marketing from Clemson University. He earned his CERTIFIED FINANCIAL PLANNER® designation in 2025.

Outside of work, Greg enjoys spending time with family and friends, golfing, and traveling.

Education

  • Bachelor of Science degree in business management and marketing from Clemson University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER®

Resources

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