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Episode 44: Effective Participant Communication Matters
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Raleigh, NC
4208 Six Forks Rd #1700
Raleigh,
NC
27609
Phone: 919.870.6822
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
Institutional Retirement
Wealth Management
Endowments & Foundations
Introduction
CAPTRUST’s retirement plan clients benefit from the firm’s centralized model, which is supported by a deep bench of highly specialized talent. Learn about the suite of resources CAPTRUST’s institutional advisors leverage to create a best-in-class client experience, including investment manager due diligence, customized participant advice, vendor analysis, and the latest in cybersecurity.
Our Team
CAPTRUST’s Raleigh-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, wealth management services to high-net-worth individuals, business owners, families, and endowments and foundations of nonprofits.
Brandon C. Aber, CFP®
Financial Advisor
Jeremy Altfeder, CFP®
Vice President,
Financial Advisor
Edward Paul Bock II, QKA, CEBS, QPFC
Financial Advisor,
Advice & Wellness
Erica Blomgren
Vice President,
Financial Advisor
Keaton Brewer
Vice President,
Financial Advisor
Hugh Wilson Cole III (Trae), CFP®
Financial Advisor,
Wealth Management
Ellen Crowley
Vice President,
Financial Advisor
Heather Darcy, CPFA
Vice President,
Financial Advisor
Chad Day, CFP®
Vice President,
Financial Advisor
Bob Eagle, CMFC®, CRPS®
Senior Financial Advisor
Shaun Eskamani
Principal,
Financial Advisor
Patrick Flint, PPC®
Vice President,
Financial Advisor
Johnny C. Garrett, Jr., ARPS
Principal,
Financial Advisor
Ted Garza
Financial Advisor,
Advice & Wellness
R. Michael Gray
Principal,
Financial Advisor
Ronald A. Heath
Financial Advisor,
Advice & Wellness
Michael Henderson, CPA
Vice President,
Financial Advisor
Donn A. Johnston, CFP®
Vice President,
Financial Advisor
Donn A. Johnston, Jr., CFP®
Vice President,
Financial Advisor
BJ (Betty Jean) Jones, AIF®
Financial Advisor,
Advice & Wellness
Todd L. Jones, AIF®, ARPS, CFP®
Principal,
Financial Advisor
Jack Kenney
Financial Advisor,
Advice & Wellness
Wat Keys, CFP®, CRPS®
Financial Advisor,
Retirement Services
Ryan Leach
Vice President,
Financial Advisor
Matthew Leggett, CFP®
Senior Financial Advisor
Bryan T. Lewis
Financial Advisor,
Advice & Wellness
Daniel M. Lowe
Senior Financial Advisor
John S. Martin, AIF®
Principal,
Financial Advisor
Clay Matthews
Financial Advisor,
Advice & Wellness
Che-Che S. McCrimmon, CPFA
Financial Advisor,
Relationship Manager
Mark T. Medlin, AIF®, CPA
Principal,
Financial Advisor
Kevin Monroe
Senior Financial Advisor
Taylor Nowell
Financial Advisor
Shalethia Patton
Financial Advisor,
Advice & Wellness
Brian Pollard, CFP®, CLU®, CWS®
Vice President,
Financial Advisor
Anne H. Reed, CFP®
Financial Advisor
Traynor Reitmeier, ARPS
Vice President,
Financial Advisor
Abigail J. C. Russell, ARPS
Vice President,
Financial Advisor
Brent Simpson, CIMA®, AIF®, CRPS®
Financial Advisor,
Relationship Manager
Briana Smith, CFP®
Financial Advisor
Heidi Spencer
Senior Financial Advisor,
Relationship Manager
Jason F. Stanicek, CRPS®
Principal,
Financial Advisor
Jon E. Strickland, AIF®
Principal,
Financial Advisor
Daniel A. Summerlin, CFA®
Principal,
Financial Advisor
James R. Talton, III
Principal,
Financial Advisor
Kyle L. Tucker, CFP®
Principal,
Financial Advisor
Kathleen Whitmore
Financial Advisor,
Advice & Wellness
News & Resources
Retirement Plans
Announcements
2 days ago
Five CAPTRUST Advisors Recognized by AdvisorHub
Five CAPTRUST advisors were named on AdvisorHub’s 2022 Advisors to...
Resources
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Market Thoughts 9.23.2022
Stocks slumped on Friday and closed with their fifth weekly...
Wealth Management
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Secure Your Retirement Savings: The Three-Bucket Strategy for Individuals
Early in your career, when retirement is decades away, many...
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