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| Raleigh, NC

CAPTRUST Makes AdvisoryHQs Top 10 Best Financial Advisors in Tampa & St. Petersburg, Florida Listing

In March, AdvisoryHQ named CAPTRUST in its 2019 ranking of the Top 10 Best Financial Advisors in Tampa & St. Petersburg, Florida.

The AdvisoryHQ ranking team evaluates financial advisors throughout the U.S. and UK for those living in Tampa and St. Petersburg, Florida. The firm applies an objective structure and approach in its selection methodologies for ranking top-rated financial advisors.

AdvisoryHQ News Corp is a California-based global news media and publishing institution that provides worldwide news coverage, publishes, and distributes content for major news media companies, and prints independent reviews of top firms across different industries and sectors. 

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About CAPTRUST

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 represents more than $300 billion in client assets with offices located across the U.S.

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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