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Nine CAPTRUST Advisors Named to NAPA’s 2017 Top Women Advisors List

The National Association of Plan Advisors (NAPA) has honored nine CAPTRUST advisors on its 2017 Top Women Advisors list. Launched in 2015, this list aims “to acknowledge the contributions of a growing number of women who are making significant contributions to the retirement industry, as well as bringing excellence to the profession,” according to the publication. This year, NAPA detailed that “the lists were drawn from nearly 600 nominations” and that “more than 12,000 votes were cast in support of these individuals.”

Based on their tenure as a financial advisor or their role within a firm, honorees are separated into three list categories—all-stars, captains, and rising stars. This year, CAPTRUST’s all-stars include Beryl Ball, Deanna Bamford, Patricia Bills, Karen Casillas, Susan Clausen, Heather Darcy, and Jean Duffy. Additionally, CAPTRUST’s Devyn Duex has been named a captain, and Erica Blomgren has been recognized as a rising star.

View the entire list here.

About CAPTRUST

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, North Carolina, the firm represents more than $250 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.

Recognition

Announcements

Upcoming Webinar! The Nonprofit Market Has Spoken

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.

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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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