3 months ago
Houston’s Monroe Vos Joins CAPTRUST
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
Principal,
Financial Advisor
Brad joined CAPTRUST in 2022 from TrustCore Financial Services and serves as a principal and financial advisor. He provides comprehensive financial planning to high-net-worth clients, with a focus in estate planning to protect wealth through asset protection; mitigate taxes long term; and provide legacy wealth transfer to future generations. Brad has worked in the industry since 2000 and holds a Bachelor of Science degree in accounting and business management from Lipscomb University.
Outside of the office, Brad likes to travel with his family, watch sports, and play golf.
3 months ago
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
4 months ago
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5 months ago
CAPTRUST Financial Advisors announced today the addition of TrustCore Financial...