1 year ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
Senior Financial Advisor,
Relationship Manager
Fran joined CAPTRUST in 2018 and serves as a senior financial advisor and relationship manager, responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Fran was a senior relationship manager at TIAA, and she has worked in the industry since 1996.
1 year ago
The National Association of Plan Advisors (NAPA) recently named 27...
2 years ago
In this edition of Fiduciary Update, CAPTRUST’s Drew McCorkle enlightens...
2 years ago
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
2 years ago
For this ranking, Barron’s recognizes the nation’s top teams specializing...