2 years ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
Principal,
Financial Advisor
Robert joined CapTrust Advisors in Tampa in 2007. He became part of CAPTRUST in 2017, when CapTrust Advisors joined CAPTRUST. Robert is currently a principal and financial advisor responsible for providing investment advisory services to fiduciaries of retirement plans, foundations, and endowments, as well as comprehensive wealth management services to high-net-worth individuals and families. Robert has worked in the industry since 1997.
2 years ago
The National Association of Plan Advisors (NAPA) recently named 27...
2 years ago
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
2 years ago
For this ranking, Barron’s recognizes the nation’s top teams specializing...
3 years ago
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...