2 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Senior Associate,
Financial Planning
Scott joined CAPTRUST from Cornerstone Capital Advisors in 2019. He serves as a senior associate responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives. He works closely with the firm’s advisor, analyst, and portfolio administration teams to develop, implement, and monitor client financial plans and investment accounts.
Taking a little time out to understand the basics of...
It’s early the morning of November 4, the day after...
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