2 months ago
CAPTRUST Makes PLANADVISER Top 100 List
At more than $364 billion in assets under management, CAPTRUST...
- With CAPTRUST Since 2006
- 215.348.8811
-
1980 South Easton Rd.
Suite 210
Doylestown, PA 18901
Rick Shoff, AIF®, CM&AA®
Managing Director,
Advisor Group
- Red Lion, PA
- Killer Angels | Animal House
- My grandfathers, Thomas Conway, and my mom.
- Never, never, never give up.
- Persistence, humility, and selflessness.
Advisor Group
Rick specializes in institutional recruiting and acquisition initiatives and is based out of Doylestown, Pennsylvania.
Rick heads up the institutional growth strategy and serves on the firms Leadership Team. As an industry influencer and managing director within CAPTRUST’s Advisor Group, his contributions to firm-wide initiatives are extensive. This includes driving practice management discussions, initiating opportunities to support the needs of our financial advisors, and strategizing on deployment of company resources.
Prior to joining CAPTRUST in 2006, Rick founded Plan Advisory Services and built the company into one of the most well-respected advisory firms in the nation. He has worked in the industry since 1983.
When he is not in the office or with a client, Rick enjoys cycling.
Education
- Bachelor of Science degree in business administration from Lebanon Valley College
Industry Designations
- Accredited Investment Fiduciary® (AIF®)
- Certified Merger & Acquisition Advisor® (CM&AA®)
Awards & Recognition
- 401(k)Wire 100 Most Influential People in the 401(k) Industry
Memberships
- Board President, The Conservatory, Doylestown, PA
News & Resources
Announcements
Resources
2 months ago
House Passes Historic Coronavirus Stimulus Package
Today, the House of Representatives passed and President Trump is...
Announcements
3 months ago
CAPTRUST Adds $5.5 Billion Advisory Firm, Welch Hornsby
The Montgomery, AL-based company counts as the fortieth group to...
Announcements
4 months ago
CAPTRUST Strengthens North Carolina Footprint with Addition of Fountain Financial Associates
The Wilmington-based firm, with five advisors and assets of $654...
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