2 months ago
Fiduciary Update | August 2023
In this second-quarter 2023 edition of our quarterly Fiduciary Update,...
Senior Financial Advisor
Paul joined CAPTRUST in 2009 as a senior financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. He is motivated to relieve financial stress of hard-working Americans by creating better outcomes and making retirement a possibility.
Prior to joining the firm, Paul served as financial advisor for Merrill Lynch, and has worked in the industry since 2005. When he is not in the office or with a client, Paul enjoys spending time with his family and friends, playing golf, fishing, swimming, and working out.
Paul is part of CAPTRUST’s Akron office, which has been recognized annually in PLANSPONSOR Magazine’s Top 100 Retirement Plan Advisors in America.
2 months ago
In this second-quarter 2023 edition of our quarterly Fiduciary Update,...
5 months ago
In this quarter’s Fiduciary Update, CAPTRUST Financial Advisor Drew McCorkle...
8 months ago
As retirement plan sponsors know well, the responsibilities and requirements...
8 months ago
In this edition of our quarterly Fiduciary Update, CAPTRUST Financial...