Deanna Bamford, CEBS, CPFA

Financial Advisors

Deanna Bamford is a senior financial advisor and relationship manager based out of our Santa Barbara, California, office.

Deanna joined CAPTRUST in 2015 as a financial advisor servicing the northern California and Sacramento area. She is responsible for developing new client relationships, providing sound financial advice to existing clients, and conducting and documenting quarterly portfolio and account reviews. She is also charged with building and supporting a practice serving retirement plan clients, including qualified plan sponsors, fiduciaries, key executives in nonqualified plans, and plan participants.

Prior to CAPTRUST, Deanna served as lead relationship manager at Pensionmark and has worked in the industry since 1992.