Kipp G. Small, CRPS | Retirement Plan Services Financial Advisor Tampa FL
Kipp G. Small, CRPS

Kipp G. Small, CRPS

Senior Financial Advisor

  • Barrington, RI
  • The Old Man and the Sea | Shawshank Redemption
  • My grandfather, Don Miguel Ruiz, and Earnest Hemingway
  • Twenty years from now you will be more disappointed by the things you didn’t do than by the ones you did do. So throw off the bowlines. Sail away from the safe harbor. Catch the trade winds in your sails. Explore. Dream. Discover.
  • Candor, perseverance, and willingness to try something new

Financial Advisors

Kipp Small is an institutional retirement plan advisor based in Tampa, FL. 

Kipp joined CAPTRUST in 2017 when CapTrust Advisors joined CAPTRUST. Kipp serves as a senior financial advisor and is responsible for providing retirement plan and investment advisory services to fiduciaries of corporate retirement plans. He is motivated to enhance participation education and outcomes and to provide strategic plan management.

Prior to joining the firm, Kipp worked as a principal retirement plan consultant at Mercer and has worked in the industry since 1991. When he is not in the office or with a client, Kipp enjoys being outdoors and on the water.

Education

  • Bachelor of Arts degree in economics from Denison University

Industry Designations

  • Certified Retirement Plan Specialist

Awards & Recognition

  • Barron’s Top Institutional Consulting Teams | 2020 and 2021 (Team Eskamani)
  • NAPA Top DC Advisor Teams | 2019, 2020, and 2021 (CAPTRUST Tampa)

News & Resources

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