Heather Darcy, CPFA

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 a retirement plan advisor working out of the Raleigh, NC office.

Heather joined CAPTRUST in 2015 as vice president, 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, and 2019
  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST Raleigh)

Memberships

  • Founder, CAPTRUST Women’s Initiative

News & Resources

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