Shale W. Latter, CPFA

Shale W. Latter, CPFA

Vice President,
Financial Advisor

  • Lakeland, FL
  • The Screwtape Letters | Braveheart
  • Ragnar Lothbrok, Martin Luther, and Abraham Lincoln
  • Act justly, love mercy and walk humbly.
  • Humility, faith, and passion

Financial Advisors

Shale Latter is an institutional retirement plan advisor based in Tampa, FL. 

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.

Education

  • Bachelor of Science degree in finance from the University of South Florida
  • Master of Arts degree in theological studies from Liberty University

Industry Designations

  • Certified Plan Fiduciary Advisor

Awards & Recognition

  • Barron’s Top Institutional Consultants | 2021 (Team Bailey)
  • NAPA Top 50 Plan Advisors Under 40, Young Guns | 2016
  • NAPA Top 75 Plan Advisors Under 40, Young Guns | 2017
  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST Tampa)

News & Resources

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