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Wat Keys Receives National Tax-Deferred Savings Association’s 2019 Elite Advisor Award

On January 30, The National Tax-Deferred Savings Association (NTSA) announced CAPTRUST’s Wat Keys, CFP®, CRPS, as one of four 2019 Elite Advisor Award recipients.

Established in 2014, the NTSA Elite Advisor Award recognizes the contributions of advisors who have advanced best practice standards in the 403(b) and/or 457(b) retirement industry and, in so doing, have improved the ability of American workers to build a successful retirement.

“For me, it comes down to that eighth-grade teacher, that museum director, that research scientist, whose institution has trusted me to manage their family nest egg," says Keys. "Bringing a pioneering service package downstream to smaller not-for-profit organizations means that their families can have top-shelf investment management. I see that as my greatest legacy to my industry.”

The awards were presented during a luncheon at the NTSA 30th Anniversary Summit held at the Westin Tampa Waterside in Tampa, Florida.

More information about the Elite Advisor Award, click here.
To view the press release announcement from NTSA, click here.

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 $313 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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