1 month ago
CAPTRUST Named to Barron’s 2023 List
Barron’s recently ranked 22 CAPTRUST advisor teams on the prestigious...
Vice President,
Financial Advisor
Sean joined CAPTRUST in 2017 as a vice president and financial advisor responsible for providing retirement plan advisory services to corporate fiduciaries. He is motivated by helping his clients become fiduciary stewards.
Prior to joining the firm, Sean was a client advisor, portfolio manager at Legacy Advisors and he has worked in the industry since 2004. When he is not in the office or with a client, Sean enjoys spending time with his family and friends.
1 month ago
Barron’s recently ranked 22 CAPTRUST advisor teams on the prestigious...
10 months ago
CAPTRUST was named the largest registered investment advisor (RIA) by...
12 months ago
Business North Carolina recently recognized CAPTRUST and CEO Fielding...
1 year ago
Barron’s recently honored 20 CAPTRUST advisor teams with the prestigious...