1 month ago
Fiduciary Update | May 2023
In this quarter’s Fiduciary Update, CAPTRUST Financial Advisor Drew McCorkle...
Principal,
Financial Advisor
Debbie joined CAPTRUST in 2021 from Pacific Investment Consultants—an independent advisory firm—where she was a partner and senior financial advisor. An independent financial advisor for more than 25 years, she specializes in investment plan review and customized strategies, retirement income planning, estate investment planning and tax-efficient strategies, multi-generational wealth planning and management, and retirement plan fiduciary consulting.
Understanding her clients’ risk tolerance and long-term goals allows Debbie to tailor dynamic and flexible investment plans specific to each client. As life changes, Debbie provides education and counsel to help keep client investment plans on track for success. She earned a Bachelor of Arts degree in journalism from California State University at Fresno.
1 month ago
In this quarter’s Fiduciary Update, CAPTRUST Financial Advisor Drew McCorkle...
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4 months ago
In this edition of our quarterly Fiduciary Update, CAPTRUST Financial...