3 months ago
Houston’s Monroe Vos Joins CAPTRUST
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
Senior Associate,
Relationship Manager
Susan joined CAPTRUST in 2022 from TrustCore Financial Services. In her role as senior associate and relationship manager, she draws on over 25 years of industry experience to provide outstanding client and financial planning services tailored to the needs of each individual client. Susan holds a Bachelor of Science degree in business administration from California State University
Outside of work, she enjoys taste testing her husband’s latest grilled creation, watching movies, and spending time with family and friends.
Chartered Financial Consultant®
3 months ago
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
4 months ago
The Employee Retirement Income Security Act (ERISA) establishes fiduciary responsibilities...
4 months ago
The birth of your first child is a wonderful time...
5 months ago
CAPTRUST Financial Advisors announced today the addition of TrustCore Financial...