2 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Principal,
Financial Advisor
Paul joined CAPTRUST in 2008 as principal, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries and high-net-worth-individuals. Prior to joining the firm, Paul served as director of retirement plans at UVEST Financial, a division of LPL Financial, in Charlotte, North Carolina, and has worked in the industry since 2000. Paul was a letterman on the Auburn football team.
Taking a little time out to understand the basics of...
It’s early the morning of November 4, the day after...
The Financial Times highlighted 25 CAPTRUST advisors on the publication’s...
Today, the House of Representatives passed and President Trump is...