3 months ago
Houston’s Monroe Vos Joins CAPTRUST
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
Principal,
Financial Advisor
Cliff joined CAPTRUST in 2022 from TrustCore Financial Services and serves as principal and financial advisor. He has been in the industry since 2007, and he helps clients face tough financial decisions, plan for the future, and ensure their plan is efficient. He holds the designation of CERTIFIED FINANCIAL PLANNER™ and a Bachelor of Business Administration degree in managerial finance from the University of Mississippi. Outside of work, Cliff enjoys spending time with his wife, Kathryn, and their children, especially at their sports games or out on the lake.
3 months ago
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
4 months ago
The Employee Retirement Income Security Act (ERISA) establishes fiduciary responsibilities...
4 months ago
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5 months ago
CAPTRUST Financial Advisors announced today the addition of TrustCore Financial...