4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Principal,
Financial Advisor
James (Jeb) joined CapTrust Advisors in Tampa in 2005. He became part of CAPTRUST in 2017 when CapTrust Advisors joined CAPTRUST. Jeb is currently a principal, financial advisor responsible for providing retirement plan, investment advisory services for fiduciaries of corporate retirement plans, and higher education and non-profit clients. Previously, Jeb worked as a vice president and national director of retirement plan consulting at Raymond James Financial. He has worked in the industry since 1984.
Taking a little time out to understand the basics of...
It’s early the morning of November 4, the day after...
Today, the House of Representatives passed and President Trump is...
The National Association of Plan Advisors (NAPA) recently recognized CAPTRUST...