1 week ago
Fiduciary Update | February 2023
In this edition of our quarterly Fiduciary Update, CAPTRUST Financial...
Financial Advisor,
Relationship Manager
Brett joined CAPTRUST in 2017 from Knox Capital Group. He serves as a financial advisor and relationship manager responsible for managing client relationships for both individual and institutional accounts. Brett is also experienced in the design and implementation of comprehensive financial plans, estate plans, and investment and insurance portfolios. Prior to joining Knox Capital Group, he worked at Lincoln Financial Advisors. Brett has worked in the industry since 2003.
1 week ago
In this edition of our quarterly Fiduciary Update, CAPTRUST Financial...
3 weeks ago
A year ago, markets were coming off one of the...
3 weeks ago
In this edition of Investment Strategy, Sam Kirby of...
2 months ago
In this video, get to know Things That Matter author...