2 weeks ago
Financial Tips for New Parents
The birth of your first child is a wonderful time...
Senior Associate,
Relationship Manager
Mary joined CAPTRUST in 2022 from TrustCore Financial Services and serves as a senior associate and relationship manager. As a Chartered Financial Consultant®, she works extensively with high-net-worth clients. Mary holds a Bachelor of Arts degree in Business Management from Mary Baldwin University and a Certificate in Financial Planning from Belmont University. She is also a member of The Financial Planning Association of Middle Tennessee. Outside of work, she enjoys skiing, golfing, and is very active in youth lacrosse in the Nashville area.
2 weeks ago
The birth of your first child is a wonderful time...
3 weeks ago
CAPTRUST Financial Advisors announced today the addition of TrustCore Financial...
3 weeks ago
The money and property you own when you die (i.e.,...
2 months ago
If managed properly, Institutional Asset Pools (IAPs), like cash reserves...