3 months ago
Houston’s Monroe Vos Joins CAPTRUST
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
Vice President,
Financial Advisor
Philip joined CAPTRUST in 2022 from TrustCore Financial Services and has been in the industry since 2013. As a vice president and financial advisor, he provides goal-based, purpose-driven financial planning to high-net-worth individuals by ensuring that financial decisions are coordinated across multiple aspects of their financial lives to achieve those goals. He holds the designation of CERTIFIED FINANCIAL PLANNER™ and a Bachelor of Science degree in Business Administration from the University of Tennessee.
Outside of work, Philip enjoys spending time with his wife and three children, sports of all kinds, and cooking and grilling for family and friends.
3 months ago
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
4 months ago
The Employee Retirement Income Security Act (ERISA) establishes fiduciary responsibilities...
4 months ago
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5 months ago
CAPTRUST Financial Advisors announced today the addition of TrustCore Financial...