1 month ago
CAPTRUST Named to Barron’s 2023 List
Barron’s recently ranked 22 CAPTRUST advisor teams on the prestigious...
99 Monroe Ave NW
#901
Grand Rapids,
MI
49503
Phone: 616.643.4011
Mon–Fri, 8:00 am–5:00 pm
Institutional Retirement
Dori Drayton, CPA, CFP®
Principal,
Financial Advisor
Jeremy Tollas, CPFA, CIMA®
Vice President,
Financial Advisor
1 month ago
Barron’s recently ranked 22 CAPTRUST advisor teams on the prestigious...
2 months ago
PLANADVISER named 13 CAPTRUST advisors to its esteemed Top Retirement...
3 months ago
CAPTRUST selected five students to receive the Fall 2022 CAPTRUST...
3 months ago
Firm Launches Nonprofit-focused Podcast: Mission +...