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.
Individual Investors and Families
Wealth planning, risk management, and investment services.
Executives and Business Owners
Corporate benefits planning, risk management, and investment services.
Cash management, risk management, and post-career planning for the unique needs of professional athletes.
Retirement Plan Participants
Wealth management services for participants in CAPTRUST-advised retirement plans.