3 weeks ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
- 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 (CAPTRUST Raleigh)
Memberships
- Founder, CAPTRUST Women’s Initiative
News & Resources
Announcements
Announcements
1 month ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
Resources
2 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
Announcements
2 months ago
CAPTRUST Named Largest RIA for Sixth Consecutive Year
CAPTRUST has been named the largest registered investment advisor (RIA)...
