4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Brenda joined CapTrust Advisors in Tampa in 2009. She became part of CAPTRUST in 2017, when CapTrust Advisors merged with CAPTRUST. Brenda is currently a manager, compliance, responsible for the process used to monitor client files, marketing materials, and related documentation, ensuring the firm remains compliant. Prior to joining the firm, Brenda served as a vice president, consultant relations for AllianceBernstein, and she has worked in the industry since 1994.