PLANADVISER Lists 11 CAPTRUST Advisors as Top Retirement Plan Advisers
PLANADVISER included 11 CAPTRUST advisors to its 2022 list of Top Retirement Plan Advisers. The list is compiled based on the value of qualified plan assets under advisement and the number of total plans.
Thanks to the trend of consolidation in the industry, PLANADVISER also created a separate category for firms with over 15 locations or more than 21 advisors. CAPTRUST was recognized as one of seven game changer firms this year.
Congratulations to the following CAPTRUST advisors:
- Jean Duffy | Des Moines
- Daniel Esch | Minneapolis
- Shaun Eskamani | Raleigh
- Tim Irvin | New York
- Paul Owen | Birmingham
- Joey Payne | Lexington, KY
- John Pickett | Dallas
- Jan Rezler | New York
- Barry Schmitt | Richmond
- Jason Stanicek | Raleigh
- Jim Strodel | Charlotte
To see the full list of winners, click here.
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This material is intended to be informational only and does not constitute legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes. It may not apply to all investors or all situations and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not guaranteed by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
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