The National Association of Plan Advisors (NAPA) has just announced their 2017 Young Guns: Top 75 Under 40. CAPTRUST’s John Davenport, Shaun Eskamani, Tyler Gupton, and Christopher Kulick were named to this year’s list, which will be featured in NAPA Net the Magazine.
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We are pleased to announce that the Winter 2017 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail the week of February 15. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.
The Triangle Business Journal has ranked CAPTRUST number seven among the largest financial planning firms in the Triangle. The list was locally researched by TBJ’s Cameron Snipes, and the winners were ranked by the number of Series 7, fully licensed brokers in the Triangle.
CAPTRUST, a leading independent wealth management and retirement plan advisory firm, today announced that advisors David Haire, Josh Haire, and Bridget Mitchell, formerly of HBK Wealth Management, have merged their practice with the firm.
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.
CAPTRUST Vice President, Financial Advisor Marcus Magyar was recognized in the Northeast Pennsylvania Business Journal’s 2016 Top 20 under 40 list. In Magyar’s list profile, the journal highlighted the experiences that molded him into the successful advisor he is today, as well as his business philosophy and life outside of work.