Peggy A. Whitmore, AIF®, CRPS®, PRP

Vice President,
Financial Advisor

HometownHouston, TX
Favorite Book or MovieIf Kennedy Lived
Ideal Dinner GuestLarry Kudlow, Sherry Lansing, and Carl Bernstein
Words to Live ByLife isn’t about waiting for the storm to pass, it’s about learning to dance in the rain.
Qualities I Admire in PeopleStrong egos (not big egos), intelligence, and sense of humor

Financial Advisors

Peggy is a retirement plan advisor based out of Port Washington, NY.

Peggy joined CAPTRUST in 2014 as vice president, financial advisor and is responsible for providing investment advisory services to fiduciaries of corporate retirement plans. Prior to joining the firm, Peggy served as managing director with 401(k) Advisors charged with assisting plan sponsor clients to adopt ongoing fiduciary best practices, including investment due diligence, fee benchmarking, plan design and employee education and has worked in the industry since 1992.

Education

Bachelor of Science degree in business administration with a concentration in finance from Texas State University

Industry Designations

Accredited Investment Fiduciary®
Certified Retirement Plan Specialist℠
Plan Sponsor Retirement Professional

Awards & Recognition

NAPA Top DC Advisor Teams | 2019 (CAPTRUST Port Washington)
401k Wire Top 300 Most Influential Advisors in Defined Contribution | 2009, 2010, and 2011
PLANSPONSOR Magazine Top 100 Plan Advisors | 2010, 2011, and 2013