4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Wealth Client Services
Phyllis joined CAPTRUST from DMJ Wealth Advisors in 2019. As a wealth client service manager with the firm’s Client Solutions Group, she is charged with monitoring service metrics and standards and advancing the overall client experience. She earned her Bachelor of Science degree in accounting with a minor in business administration and a Master of Business Administration degree from Wake Forest University School of Business.