Morgan JonesManager, Wealth Operation

  • 4208 Six Forks Road
    Suite 1700
    Raleigh, NC 27609
  • 919.870.6822

Morgan joined CAPTRUST in 2018 and serves as a manager in wealth operations. She is responsible for managing the on boarding of new client accounts. Prior to joining the firm, Morgan was a director of operations at Tidewater Equity Partners, LLC, and she has worked in the industry since 2013.


  • Bachelor of Science degree in business administration with a concentration in operations and supply chain management from North Carolina State University
  • Master of Business Administration degree with a concentration in finance from East Carolina University


Personal Profile

Greenville, NC
Favorite Book or Movie:
Any book I'm reading to my kids | Classic Christmas movies
Ideal Dinner Guest:
My husband, grandmother, and Virginia Hall
Words to Live By:
"I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” ― Maya Angelou
Qualities I Admire in People:
Honesty, humility, and sense of humor