4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
- With CAPTRUST Since 2020
- 919.870.6822
-
4208 Six Forks Rd
#1700
Raleigh, NC 27609
Phyllis Tuttle
Manager,
Wealth Client Services
- Walnut Cove, NC
- Jane Karen's Midford Series | The Breakfast Club
- My Grandmother, Ronald Reagan, and George W. Bush
- If you don't like something change it. If you can't change it, change the way you think about it. -Mary Engelbreit
- Honesty, kindness, and optimism
Phyllis is a manager, wealth client service, and is based out of the Raleigh, North Carolina location.
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.
Education
- Bachelor of Science degree in accounting with a minor in business administration
- Master of Business Administration from Wake Forest University School of Business
