4 weeks ago
Retirement Plan Menu Design
Thoughtful investment menus can increase participation and a have a...
Financial Advisor,
Relationship Manager
Braxton joined CAPTRUST in 2018 and serves as a financial advisor and relationship manager responsible for providing wealth management and retirement advisory services to corporate fiduciaries, high-net-worth investors, private foundations, corporate executives, and business owners. Braxton’s unique approach focuses on sharing the CAPTRUST story, building relationships, and teamwork.
Prior to joining the firm, Braxton was an intern for Nationwide Financial at their corporate headquarters in Columbus, Ohio. After his internship, he worked as an insurance agent for State Farm Insurance Company. He has worked in the financial services industry since 2015.
When he is not in the office, Braxton enjoys time with his wife, traveling, being outdoors, riding dirt bikes, watching baseball, and golfing.
4 weeks ago
Thoughtful investment menus can increase participation and a have a...
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