1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
Non-branch Location
Santa Barbara,
CA
93101
Phone: 800.216.0645
Mon–Fri, 8:30 am–5:00 pm
Institutional Retirement
Taria Agbelusi, CPFA
Senior Financial Advisor,
Relationship Manager
Deanna Bamford, CEBS, CPFA
Senior Financial Advisor,
Relationship Manager
Devyn Duex, AIF®, C(k)P®, CPFA, CRPS®
Principal,
Financial Advisor
1 month ago
Investors entered the opening quarter of 2023 on the edge...
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...
2 months ago
The National Association of Plan Advisors (NAPA) named 31 CAPTRUST...