News Releases

CAPTRUST today announced that Brian K. Reid, former senior vice president with Raleigh-based Paragon Commercial Bank, and Patrick Marlatt, former senior sales executive with Wells Fargo Insurance Services, have joined the Raleigh-based independent advisory firm as CAPTRUST continues to seek and attract top-rated financial advisors from across the country. Both Reid and Marlatt will be based out of the firm’s Raleigh offices.  In addition, CAPTRUST has hired Financial Advisor, Aaron Morris, formerly of VisionPoint, a subsidiary of Holmes Murphy & Associates. Morris will be based out of Des Moines, Iowa.  

About CAPTRUST Financial Advisors

CAPTRUST is an independently-owned retirement advisory firm providing fiduciary and retirement advice to institutional investors, retirement plan fiduciaries, executives, and high net-worth individuals. Over the last 25 years, CAPTRUST has grown from an entrepreneurial start-up to one of the nation’s leading retirement advisory firms. Headquartered in Raleigh, N.C., the firm represents over $67 billion in client assets with offices in Alabama, California, Florida, Georgia, Iowa, North Carolina, Maine, Massachusetts, Minnesota, Mississippi, Ohio, Pennsylvania, Texas, Virginia, and Washington, DC.

To learn more, please visit www.captrustadvisors.com.

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