Dori Drayton, CPA, CFP®

Principal,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Dori Drayton is an institutional retirement plan advisor based in Grand Rapids, MI.

Dori joined CAPTRUST in 2020 through an acquisition of Plante Moran’s retirement plan advisory practice where she served as partner and leader of the firm’s practice. Dori spent over 20 years at Plante Moran providing independent and unbiased fiduciary services to retirement plan sponsors and helping participants realize their financial goals.

As principal and financial advisor at CAPTRUST, Dori demonstrates her passion for helping clients through decades of experience in the retirement plan industry. She shares expertise with clients in areas such as: investment advisory services, fiduciary compliance and training, administrative best practices, industry trends, regulatory updates, and financial wellness.

Because of her technical expertise, Dori is often asked to speak at industry conferences about trends, best practices, and regulatory updates. When she’s not helping clients realize their financial goals, Dori enjoys a good round of golf, boating, and spending time with family and friends.

Education

  • Bachelor of Arts degree in accounting from Michigan State University

Industry Designations

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™

Industry Involvement

  • Speaker, various industry events and conferences
  • Speaker, NAPA
  • Speaker, Michigan Association of CPAs

Memberships

  • The National Association of Plan Advisors (NAPA)

Awards & Recognition

  • PLANADVISER Top Retirement Plan Advisers | 2023
  • Barron’s Top Institutional Consultants | 2022, 2023 (Team South Michigan)
  • NAPA Top DC Advisor Teams | 2020, 2021, and 2022 (CAPTRUST Grand Rapids)
  • NAPA Top Women Advisors: All-Stars | 2020
  • NAPA Top Women Advisors: Captains | 2016, 2017, 2018, 2019, 2021, 2022, and 2023
  • NAPA finalist for the 401(k) Advisor Leadership Award

Resources

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