The National Association of Plan Advisors (NAPA) seeks to identify the industry’s top advisors under 40 with their annual list of “Young Guns”. This year, CAPTRUST has 15 advisors in the running for this distinction.
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CAPTRUST has 15 advisors in the running for the 2017 National Association of Plan Advisors (NAPA) Top Women Advisors list. This year marks the third anniversary of the list’s creation, and voting closed on Friday, December 1.
CAPTRUST will serve as a multi-session speaker at Schwab’s IMPACT 2017. The annual conference, scheduled for November 14-17 in Chicago, is described as the industry’s largest gathering of experts and forward-thinking advisors.
This year, CAPTRUST is sponsoring #iGiveCatholic—an online crowdfunding event that brings the community together to give thanks and give back to Catholic parishes, schools, and ministries. The event was held on November 28.
We are pleased to announce that the Fall 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 October 24. If you are interested in receiving VESTED Magazine, please let us know via email.
CAPTRUST Atlanta was again named to the Atlanta’s 25 Largest Financial Planning and Advisory Firms list. Published by the Atlanta Business Chronicle, this list ranks firms by their total assets under management.