4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
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, 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.
Taking a little time out to understand the basics of...
It’s early the morning of November 4, the day after...
In this edition of Investment Strategy, our industry experts explore...
We are pleased to announce 11 CAPTRUST advisor teams have...