Address

628 Green Valley Rd #206
Greensboro, NC 27408

Contact

Phone: 336.294.8585

Who We Serve

Individuals & Families

Hours

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Individuals & Families

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

Explore Our Services

A couple in a red convertible driving down a country road.

CAPTRUST

Greensboro

A quick drive from our founding city, our Greensboro location fosters a best-in-class client experience by keeping your unique goals at the forefront. With the help of our centralized model, our expert advisors utilize a variety of resources to help you achieve financial success. Discover the CAPTRUST difference by connecting with your local CAPTRUST advisor today.

Our Team

Walter E. Abele

Senior Financial Advisor

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Phillip Epting

Senior Financial Advisor

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Steven H. Morton

Principal,
Financial Advisor

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Andrew D. Scheppegrell

Senior Specialist | Financial Planning

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Retirement is such an important time, but it can also be challenging to navigate. At CAPTRUST, we know how to help clients attain a successful retirement. Navigating portfolio concerns, optimizing Social Security benefits, and effective tax planning are just the beginning.

Steven Morton