This year, CAPTRUST has 15 advisors in the running for the National Association of Plan Advisors (NAPA) Top Women Advisors list. The advisors include Taria Agbelusi, Beryl Ball, Deanna Bamford, Debbie Basch, Patricia Bills, Erica Blomgren, Alicia Bryan, Kathleen Carlson, Karen Casillas, Susan Clausen, Heather Darcy, Devyn Duex, Jean Duffy, Abigail Russell, and Peggy Whitmore.
As the impetus for this list’s creation, NAPA sites that, “In what has long been a male-dominated profession, a growing number of women are today making significant contributions to this field,” and that this list aims “to both highlight those contributions and to acknowledge excellence in the profession.”
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.