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CAPTRUST’s Carlson Named One of the Dayton Region’s Fifty Most Influential Women

CAPTRUST Vice President, Financial Advisor Kathleen Carlson was recognized as one of the Dayton Business Journal’s 2016 Power 50. Each year, this list identifies, profiles, and commends the Dayton Region’s Fifty Most Influential Women—women who are invaluable leaders across a variety of roles and industries.

Kathleen has worked in the industry since 1980, giving her 36 years of financial advisory experience with high-net-worth individuals and retirement plan fiduciaries. In 2015, she joined CAPTRUST with the firm’s merger with Parker Carlson & Johnson. Kathleen is a graduate of the University of Dayton and Wright State University.

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, North Carolina, the firm represents more than $188 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.



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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