1 year ago
CAPTRUST Announces Two Additional Deals That Closed in 2021: Crescent Capital Consulting & New Market Wealth Management
Firm Adds First Locations in Nashville and New...
Managing Director,
Advisor Group
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.
1 year ago
Firm Adds First Locations in Nashville and New...
1 year ago
Based in Warren, New Jersey, PEI provides advice, guidance, direction,...
1 year ago
CAPTRUST Adds First Chicago...
2 years ago
This $1.9 trillion coronavirus relief package is designed to accelerate...