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CAPTRUST Financial Advisors

Raleigh, NC
Joined August 2015
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For all things CAPTRUST Pros, follow us at @CAPTRUSTfa
Reader Q&A | CAPTRUST VESTED Magazine. bit.ly/2yOoXrU
Not-So-Traditional Retirement: Planning Feature | CAPTRUST VESTED Magazine. bit.ly/2hM6EZs
From Success to Significance: Lasting Legacy | CAPTRUST VESTED Magazine. bit.ly/2yO4i7l
This quarter’s Fiduciary Update by CAPTRUST provides an update on the DOL's conflict of interest rule for other investor protections, late loan payments as taxable distribution, pension overpayments, and other fee related litigation. bit.ly/2zyjLIf
Setting Limits with the Boomerang Generation: Money Talks | CAPTRUST VESTED Magazine. bit.ly/2yMPp5i
A Culinary Collaboration: Expert Angle | CAPTRUST VESTED Magazine. bit.ly/2yOVSwQ
In Good Company: Second Act | CAPTRUST VESTED Magazine. bit.ly/2yOexJ9
America the Beautiful: Passion Pursuits | CAPTRUST VESTED Magazine. bit.ly/2hJqNPS
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Living Large with Less: LIfestyle | CAPTRUST VESTED Magazine. bit.ly/2yPLXH2
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Ready for Rising Rates? Investment Strategy | CAPTRUST VESTED Magazine. bit.ly/2hJw8qE
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We are pleased to announce that the Fall 2017 issue of VESTED, CAPTRUST’s magazine is now available .bit.ly/2hKKxmq
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Engaging Millennials at Work-Millennials are projected to comprise 75 percent of the workforce by 2025. @CAPTRUSTfa. bit.ly/2xNd0l7
This week, Equifax, had its data security breached. Here's what you should do now about. bit.ly/2wfFDb2
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Listen to our recorded webinar on financial wellness with @CAPTRUSTfa @the1STM @PKleinnews and John Leissner. bit.ly/2wTII0h
Thanks @DavidDeVoe1 and @DanSeivert for your kind words about our #AdvisorGrowth strategy! bit.ly/2v2mh8U @newsfromIN
Today, Tampa-based CapTrust Advisors joins CAPTRUST. We welcome 35 new colleagues to our team! #OneUP #GrowWithUs bit.ly/2vUBlE8
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Congratulations @BenGoldsteinSr from your @CAPTRUSTfa family and friends. #TriBizCSuite
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Join @CAPTRUSTfa for our webinar on Demystifying Employee Financial Wellness on Aug 30 at 4 pm (EST) bit.ly/2uV0CdV
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