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NAPA’s 2016 Top Women Advisors List Honors Eight CAPTRUST Advisors

The National Association of Plan Advisors (NAPA) has just announced their 2016 Top Women Advisors list. CAPTRUST’s Beryl Ball, Patricia Bills, Erica Blomgren, Susan Clausen, Heather Darcy, Devyn Duex, Jean Duffy, and Abigail Russell were named to this year’s list, which will be published in the winter issue of NAPA-Net the Magazine.

NAPA explains that this list “was created 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.” Selections were based on the anonymous review of the survey answers provided by nominees. This year, nearly 500 advisors were nominated for this distinction, and approximately 15,000 votes were cast.

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 $201 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, and Texas.



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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