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Rick Shoff, AIF®, CM&AA®

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
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Contact Us

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Doylestown, PA

1980 South Easton Rd.
Suite 210
Doylestown, PA 18901
Phone 215.348.8811