4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Vice President,
Financial Advisor
Shale joined CapTrust Advisors in Tampa in 2003. He became part of CAPTRUST in 2017 when CapTrust Advisors joined CAPTRUST. Shale is currently a vice president and financial advisor responsible for providing retirement plan and investment advisory services to fiduciaries of corporate retirement plans. He has worked in the industry since 2003.
Taking a little time out to understand the basics of...
It’s early the morning of November 4, the day after...
Today, the House of Representatives passed and President Trump is...
The National Association of Plan Advisors (NAPA) recently recognized CAPTRUST...