This April, the Charlotte Business Journal announced its list of the largest financial planning firms in the Charlotte-area. CAPTRUST ranked number 19.
“We are honored to be included on the list. Our team in Charlotte has worked together for a combined 120 years, helping clients meet their personal and family goals,” says CAPTRUST’s Michael E. Blair, senior vice president, financial advisor.
Blair is one of eight advisors based out of our Charlotte office. The remaining seven advisors are as follows:
William Blair, CFP®, Financial Advisor
Charles Land Hite, Jr., CFP®, Senior Vice President, Financial Advisor
Robert A. Jones, Senior Vice President, Financial Advisor
Clark Kerschner, Financial Advisor
George G. Kroustalis, CRPC, Senior Vice President, Financial Advisor
G. Ric Mundorf, CFP®, Vice President, Financial Advisor
James W. Strodel, Senior Vice President, Financial Advisor
For the entire list of recognized firms, subscribers can access the April 26 print and online editions of the Charlotte Business Journal.
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CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, endowments and foundations, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm currently represents more than $300 billion in client assets with 38 locations across the U.S.