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Dori Drayton, CPA, CFP®

Dori Drayton, CPA, CFP®

Senior Vice President,
Financial Advisor

  • Grand Rapids, MI
  • On Fire
  • I thought about several historical and famous people, but honestly, my ideal dinner guests are my two adult children and my husband.
  • Life is really simple but we insist on making it complicated.
  • Honesty, kindness and a sense of humor.

Financial Advisors

Dori is a senior vice president and financial advisor working in CAPTRUST’s Grand Rapids, Michigan, office.

Dori joined CAPTRUST in 2020 from Plante Moran—one of the nation’s largest certified public accounting, tax, consulting, and wealth management firms—where she served as partner and leader of the firm’s retirement plan investment advisory practice for the Western Michigan region. Prior to her work at Plante Moran, Dori managed a family office for a very prominent West Michigan family.

As senior vice president and financial advisor at CAPTRUST, Dori provides investment advisory services to high-net-worth individuals, families, and institutions. She helps clients look to the future by taking a holistic approach to financial wellness. Dori recognizes that sound retirement planning starts with thorough due diligence on investments.

Dori has a passion for helping people retire successfully. She is often asked to speak to clients at industry conferences about trends, best practices, and regulatory updates. When she’s not helping clients realize their wealth goals, Dori enjoys a good round of golf, boating, and spending time with family and friends.

Education

  • Bachelor of Arts degree in accounting from Michigan State University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Public Accountant (CPA)

Awards & Recognition

  • NAPA Top Women Advisors: All-Stars | 2020
  • NAPA Top Women Advisors: Captains | 2016, 2017, 2018, and 2019
  • NAPA finalist for the 401(k) Advisor Leadership Award

Industry Involvement

  • Speaker, various industry events and conferences
  • Speaker, NAPA
  • Speaker, Michigan Association of CPAs

Memberships

  • The National Association of Plan Advisors (NAPA)
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