1 month ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
- With CAPTRUST Since 2015
- 919.870.6822
-
4208 Six Forks Rd #1700
Raleigh, NC 27609
Heather Darcy, CPFA
Vice President,
Financial Advisor
- Statesville, NC
- The Art of Racing in the Rain | The Pursuit of Happiness
- Dalai Lama, Maya Angelou, and Mother Teresa
- The question isn’t who is going to let me; it’s who is going to stop me.
- Integrity, optimism, and a sense of humor
Financial Advisors
Heather Darcy is an institutional retirement plan advisor based in Raleigh, NC.
Heather joined CAPTRUST in 2015 as vice president and financial advisor and is responsible for helping 401(k) and 403(b) plan sponsors manage their plans more effectively with independent advice on investments, plan design, participant engagement, vendor management, and fiduciary process. Prior to joining the firm, Heather served as a 401(k) consultant with Paychex, and has worked in the industry since 2005.
Education
- Bachelor of Arts degree in economics from Salem College
Industry Designations
- Certified Plan Fiduciary Advisor
Awards & Recognition
- NAPA Top Women Advisors | 2016, 2017, 2018, 2019, and 2020
- NAPA Top DC Advisor Teams | 2019, 2020, and 2021 (CAPTRUST Raleigh)
Memberships
- Founder, CAPTRUST Women’s Initiative
News & Resources
Resources
Resources
4 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
Retirement Plans
5 months ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
Resources
7 months ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
