NAPA’s list of “Young Guns” seeks to identify the top advisors under 40 who have “demonstrated both a commitment to, and an excellence in, supporting workplace retirement plans and participants,” according to their site. This year, CAPTRUST has 12 nominees for this distinction.
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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.
CAPTRUST ranked number 20 among the 50 fastest-growing private companies in the Raleigh, Durham, Chapel Hill area. The Fast 50 winners were selected and ranked based on a formula that counts revenue growth and profitability in the preceding three years. 2016 marks the fourth year that CAPTRUST has placed.