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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 Drayton is an institutional retirement plan advisor based in Grand Rapids, MI.

Dori joined CAPTRUST in 2020 through an acquisition of Plante Moran’s retirement plan advisory practice where she served as partner and leader of the firm’s practice. Dori spent over 20 years at Plante Moran providing independent and unbiased fiduciary services to retirement plan sponsors and helping participants realize their financial goals.

As senior vice president and financial advisor at CAPTRUST, Dori demonstrates her passion for helping clients through decades of experience in the retirement plan industry. She shares expertise with clients in areas such as: investment advisory services, fiduciary compliance and training, administrative best practices, industry trends, regulatory updates, and financial wellness.

Because of her technical expertise, Dori is often asked to speak at industry conferences about trends, best practices, and regulatory updates. When she’s not helping clients realize their financial 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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