7 days ago
Net Unrealized Appreciation
Net unrealized appreciation, or NUA, is a tax strategy that...
Principal,
Financial Advisor
CAPTRUST welcomed Maura in 2021 as a principal and financial advisor specializing in wealth management consultancy for individuals and families, qualified retirement plan sponsors, and nonprofits.
Maura joined us from Nachman Norwood & Parrott—a wealth management consultancy firm—where she served as a partner. Maura began her financial services career with First Union National Bank, where she rose to become a regional consumer banking manager. This extensive experience developed Maura’s innate ability to work with each client, understanding their unique financial vision while offering critical knowledge and insight to help bring that vision within reach. She earned a Bachelor of Art degree from Vanderbilt University.
Outside of work, you can find Maura spending time with family, trying new recipes in the kitchen, or exploring her local trails.
7 days ago
Net unrealized appreciation, or NUA, is a tax strategy that...
7 days ago
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