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CAPTRUST Relocates West Des Moines Office

Advisory Team Plans for Future Growth in New Space

CAPTRUST Financial Advisors, one of the nation’s leading independent retirement plan advisory firms, announced the relocation of their West Des Moines, Iowa office to its new location at 4401 Westown Parkway, Suite 220 in West Des Moines. The Iowa team includes Financial Advisors Jim Pierce, Jean Duffy, Andrew Shimp, Aaron Morris, Jen Eddleman and administrative assistant, Sheri Elsen.

The team was acquired by CAPTRUST in December of 2010 from the financial services division of Holmes Murphy & Associates, a top ranking benefits and insurance consulting firm in West Des Moines. “We are thrilled to be in our new home and look forward to expanding the team in the future in order to continuously provide service beyond expectations,” stated Jim Pierce. The CAPTRUST team in West Des Moines offers comprehensive retirement advice to corporate plan sponsors, private investors and corporate executives and has a combined 75 years of industry experience.

Although CAPTRUST has a national footprint with Clients all over the country, Jim and his team are deeply immersed in the Central Iowa community with 50% of their Clients based in Des Moines and surrounding markets. Our representative Client list* (selected by geographic location) includes local Clients such as Iowa Farm Bureau, Kemin Industries, and Willis Cadillac, Inc. CAPTRUST West Des Moines hosts regular retirement readiness seminars for their Clients’ employees in which they speak on topics such as retirement income, investment diversification, and financial planning. The Iowa team is also involved in various community outreach efforts such as the Ronald McDonald House and the Iowa Child Advocacy Board’s CASA (Court Appointed Special Advocates) Program.

About CAPTRUST Financial Advisors


CAPTRUST is an independently owned retirement advisory firm providing fiduciary and retirement advice to institutional investors, retirement plan fiduciaries, executives, and high net-worth individuals. Over the last 25 years, CAPTRUST has grown from an entrepreneurial start-up to one of the nation’s leading retirement advisory firms. Headquartered in Raleigh, N.C., the firm represents over $77 billion in Client assets with offices in Alabama, California, Florida, Georgia, Iowa, Kansas, North Carolina, Maine, Minnesota, Ohio, Pennsylvania, Texas, Virginia, and Washington, DC. 

*This is not intended to be a “testimonial”, and should not be construed as a reference or endorsement, of the investment advisory, consulting or Client services provided by CAPTRUST Financial Advisors.

 

Recognition

Recognition

CAPTRUST’s Wes Collins on Financial Wellness at Work

PLANSPONSOR recently published an article written by Wes Collins, senior manager of participant advice services at CAPTRUST. Collins explains that plan sponsors should consider educational programs that help their workers understand what financial wellness looks like at different ages and career stages.

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