This April, the Charlotte Business Journal released its list of the largest financial planning firms in the Charlotte-area. “We are honored to be included on the list,” says CAPTRUST Senior Vice President and Financial Advisor Michael Blair.
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Thank you for your interest in learning more about CAPTRUST. If you would like to speak with someone about our advisory services, please complete the form below (where you can also upload your request for proposal) and a member of our team will respond to your inquiry within 24 hours. Or, please call us at 800.216.0645 and ask to speak with Greg Middleton in the Advisor Support Group.