Joe DeBello is an institutional retirement plan financial advisor based in Tampa, FL.
Joe joined CAPTRUST in 2024 and serves as a vice president and financial advisor. He helps clients find out-of-the-box solutions to complex retirement plan challenges, using his experienced in both for-profit and not-for-profit (qualified & non-qualified) retirement plans.
He’s also experienced in administration, compliance, and advanced plan design concepts.
Before joining CAPTRUST, Joe led the Florida-based retirement plan consulting team at OneDigital, where he eventually took on the managing principal role over the Tampa and Sarasota markets.
Joe earned a Bachelor of Arts degree from Colgate University and holds multiple designations, including
- Chartered Retirement Plans Specialist℠ (CRPS®)
- Qualified 401(k) Administrator (QKA)
- Qualified Pension Administrator (QPA)
- Certified Pension Consultant (CPC)
- Qualified 401(k) Consultant (QKC)
- Cash Balance Specialist (CBS)
Outside of work, Joe enjoys spending time cooking and traveling with his family and their two dogs Harry and Lola. As a former collegiate and professional hockey player and a huge Chicago sports fan, he loves to catch a football, hockey, or baseball game whenever possible.
Education
- Bachelor of Arts, Colgate University
Industry Designations
- Chartered Retirement Plans Specialist℠
- Certified Pension Consultant
- Tax-Exempt And Governmental Plan Consultant
Industry Involvement
- Member, Retirement Advisor Council (RAC)
Memberships
- Member, American Society of Pension Professionals and Actuaries (ASPPA)
- Member, National Association of Plan Advisors (NAPA)
Awards & Recognition
- National Association of Plan Advisors (NAPA) Aces: Top 100 Retirement Plan Advisors Under 40, 2018-2024
- NAPA Top DC Advisor Teams | 2024, 2025, and 2026 (CAPTRUST Tampa)
- PLANADVISER Retirement Plan Adviser of the Year | Finalist – Plan Sponsor Service | 2024
- PLANADVISER Top Retirement Plan Advisers 2022, 2023, 2024, 2025, and 2026
- PLANSPONSOR Large Team Retirement Plan Adviser of the Year | 2019 (Chepenik Financial)
- Employee Benefit Adviser | Rising Star in Advising | 2019
Disclosures
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA).
- CAPTRUST’s ranking on “Barron’s 2024 Top RIAs list” was based on both qualitative and quantitative data, including assets managed, technology spending, and staff diversity, along with other metrics, as of June 30, 2024. CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking
- CAPTRUST teams named on the “Barron’s 2025 Top 100 Institutional Consulting Teams” ranking were evaluated using a proprietary formula including 1) assets, 2) revenue, and 3) quality of practice for the year ending December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking. For more information on the methodology, please click here.
- CAPTRUST’s ranking on the “Financial Advisor magazine’s 2025 RIA Discretionary & Non-Discretionary ranking” was based on CAPTRUST’s total assets as of December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Financial Advisor magazine to obtain the ranking, but does pay a licensing fee for the use of the award logo.
- CAPTRUST advisors named on the “PLANADVISER Magazine 2026 Top Retirement Plan Advisers list” were based on advisor assets among other quantitative metrics, as of Dec. 31, 2025. To be listed, advisors had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Neither CAPTRUST nor its advisors paid a fee to PlanAdviser to obtain or use the ranking.
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA). Neither CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST advisors named on the “NAPA’s 2026 Aces: Top 100 Retirement Plan Advisors Under 40 list” were based on a combination of data submitted by the nominees including the following: Plan size managed, advisor revenue percentage relative to total assets under advisement, total dollar value of defined contribution/defined benefit book of business managed, and other criteria as of October 2025. CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST’s ranking on the “Best Investment Consultant – Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S.” by Crisil Coalition Greenwich for 2025 was based on interviews conducted between February and September 2024 by Crisil Coalition Greenwich. They held interviews with 699 individuals from 563 of the largest tax-exempt funds in the U.S. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. Neither CAPTRUST nor its advisors paid a fee to Crisil Coalition to obtain or use the ranking.