An error occurred. Please check all fields and try again.* All fields are required.
Thank you for sharing.
| Raleigh, NC
CAPTRUST Welcomes New Associates
Phillip Pounds, Danny Lowe, and Kevin Sims Add Depth of Experience to Raleigh-Based Firm
CAPTRUST Financial Advisors, one of the nation’s leading independent retirement and investment advisory firms, is pleased to announce three new members to the CAPTRUST team, Phillip Pounds, Danny Lowe, and Kevin Sims. These three additions further demonstrate the firm’s continued commitment to investing in high-caliber talent to support key growth areas of its business.
Phillip Pounds joins CAPTRUST as vice president, financial advisor, working in the firm’s regional office in Charlotte, N.C and brings extensive experience in the retirement plan industry. Prior to joining CAPTRUST, Phillip was a senior vice president with Wells Fargo. During his 22-year tenure, he built a regional team of more than 100 relationship managers to oversee the bank’s retirement plan clients with assets greater than $100 million. Phillip played a key role in growing the organization's retirement business from inception to over three million plan participants.
Danny Lowe joins CAPTRUST as a senior manager with the firm’s nonqualified executive benefits team. He is based in the firm’s Raleigh headquarters. Prior to joining CAPTRUST, Danny worked as a senior executive benefits consultant for Principal Financial Group. While at Principal, Danny facilitated requests for proposals for nonqualified deferred compensation plan prospects. He also served in a consulting role helping clients and advisors through 409A transition planning and documentary compliance updates.
Kevin Sims joins CAPTRUST as vice president, financial advisor in the firm’s regional office in Clarkston, MI. Kevin brings 23 years of experience in financial services, where he has specialized in helping clients and their families address their retirement savings and income goals. Prior to joining CAPTRUST, Kevin spent much of his time working with two major health systems, sitting on their pension committees and providing individual retirement advice to hospital staff and administration.
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 $88 billion in client assets with offices in Alabama, California, Florida, Georgia, Iowa, Kansas, Massachusetts, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, and Washington, D.C.
During last month’s ArchCare Gala at Gotham Hall in New York City, CAPTRUST’s Stephen Schott was honored for his work with—and service to—archdioceses in general, and ArchCare specifically. The gala raised $1.5 million for ArchCare.
Do you want to learn more about the experiences of other nonprofits as they relate to spending, governance, asset allocation, and fundraising? If so, please join CAPTRUST’s subject matter experts for a review of our inaugural market survey’s results.
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.