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CAPTRUST Expands in Missouri

Firm Adds New Office and Two Talented Advisors in Missouri

CAPTRUST Financial Advisors, one of the nation’s leading independent retirement plan advisory firms, announced the opening of a new office in Columbia, Missouri and the hiring of two financial advisors. John Weber joins CAPTRUST as vice president, financial advisor focused on providing retirement plan advisory services to corporate fiduciaries. Sean Weber joins as financial advisor, relationship manager focused on providing comprehensive wealth management and retirement advisory services to high-net-worth investors, private foundations, and corporate executives.

John Weber initially joined CAPTRUST in a consulting capacity related to the firm's acquisition of Freedom One Financial Group last year. Prior to the acquisition, he served as a client relationship manager for Freedom One clients in the Midwest. An industry veteran, Weber joins CAPTRUST with more than 25 years of industry experience. Sean Weber comes to CAPTRUST from AXA where he served as a registered wealth management representative.

“I’m very excited about this next chapter in my career of helping people. Sean and I are father and son, and we look forward to taking care of current clients and growing new relationships with the support of CAPTRUST,” says John Weber. “Our clients will benefit from CAPTRUST’s investment research and breadth of services.” J. Fielding Miller, CAPTRUST co-founder and CEO, added “We are delighted to add this dynamic duo to our arsenal of talent. CAPTRUST just got better today.”

These newest additions demonstrate CAPTRUST’s commitment to its growth strategy in key retirement markets. Today’s news comes on the heels of the announcement last week that Minneapolis-based DCAdvisors will merge with the firm. CAPTRUST has also hired several talented advisors so far this year, including Peggy Whitmore in New York, Drew McCorkle in Atlanta, and Tim Wach in the firm’s Raleigh headquarters.

About CAPTRUST Financial Advisors

CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high net-worth individuals. Headquartered in Raleigh, N.C., the firm represents $123 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, and Washington, D.C. 

Announcements

VESTED, Fall 2018

We are pleased to announce that the Fall 2018 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail this week. If you are interested in receiving VESTED Magazine, please let us know via email.

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