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| Raleigh, NC

CAPTRUST Ranked Second on TBJ’s List of Financial Planners in the Triangle

The Triangle Business Journal recently released its list ranking firms by number of licensed financial planners in the Triangle. The list was locally researched by Triangle Business Journal’s Cameron Snipes and places CAPTRUST in the number two spot.

To view the full listing, click here. (Subscription may be required.)

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 $278 billion in client assets with 38 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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