This April, the Charlotte Business Journal released its list of the largest financial planning firms in the Charlotte-area. “We are honored to be included on the list,” says CAPTRUST Senior Vice President and Financial Advisor Michael Blair.
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“We are humbled to be recognized with [this award], and to be grouped with so many amazing organizational peers,” says Devyn Duex, financial advisor and co-president of the CAPTRUST Community Foundation.
“We make up almost 20 percent of the Barron’s Top 50 list. These are world-class professionals and very talented teams. Best of all, they are just the tip of the CAPTRUST iceberg,” said CEO Fielding Miller.
CAPTRUST concluded 2018 with total assets under advisement of more than $300 billion. The firm also saw 21.5 percent revenue growth and welcomed five new firms under the CAPTRUST brand.
CAPTRUST CEO Fielding Miller was one of this year’s Icons and Innovators award winners celebrated at a recent dinner. The gathering was attended by people from all spheres of the financial advice industry.
Great marketing can be new territory for advisors, but it’s not impossible. In an article titled “5 Pillars of Marketing for Advisers” CAPTRUST CMO John Curry defines a checklist of key advisor marketing tactics.