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Nine CAPTRUST Advisors Named to NAPA’s 2017 Top Women Advisors List

The National Association of Plan Advisors (NAPA) has honored nine CAPTRUST advisors on its 2017 Top Women Advisors list. Launched in 2015, this list aims “to acknowledge the contributions of a growing number of women who are making significant contributions to the retirement industry, as well as bringing excellence to the profession,” according to the publication. This year, NAPA detailed that “the lists were drawn from nearly 600 nominations” and that “more than 12,000 votes were cast in support of these individuals.”

Based on their tenure as a financial advisor or their role within a firm, honorees are separated into three list categories—all-stars, captains, and rising stars. This year, CAPTRUST’s all-stars include Beryl Ball, Deanna Bamford, Patricia Bills, Karen Casillas, Susan Clausen, Heather Darcy, and Jean Duffy. Additionally, CAPTRUST’s Devyn Duex has been named a captain, and Erica Blomgren has been recognized as a rising star.

View the entire list here.


CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $250 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.

Press Releases

CAPTRUST Merges with Knox Capital Group

CAPTRUST, one of the nation’s leading wealth management and institutional advisory firms, announced that Salt Lake City-based Knox Capital Group, one of Utah’s premier wealth management firms, has joined the family, bringing with it over $300 million in client assets.

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VESTED, Winter 2018

We are pleased to announce that the Winter 2018 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail this week. If you are interested in receiving VESTED Magazine, please let us know via email.

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