4 weeks ago
CAPTRUST Named Largest RIA for Seventh Year
CAPTRUST was named the largest registered investment advisor (RIA) by...
Principal,
Financial Advisor
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 principal 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.
CAPTRUST was named the largest registered investment advisor (RIA) by...
Business North Carolina recently recognized CAPTRUST and CEO Fielding...
Barron’s recently honored 20 CAPTRUST advisor teams with the prestigious...
The National Association of Plan Advisors (NAPA) recently named 27...