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.
We believe an investment advisory firm is only as strong as the people who create the advice.
CAPTRUST fosters a culture of ownership that promotes excellence and empowers creativity. Mission-driven and bound together by our core values, our experienced teams of advisors, managers, and investment professionals fully embrace the profound responsibility of our role as trusted financial advisors, and understand our obligation to be vigilant stewards of all that is entrusted to us.