2 months ago
Never Say Never
The classic 1982 film Never Say Never Again marked Sean...
Vice President,
Financial Advisor
Ted became part of CAPTRUST in 2019 when Watermark Asset Management joined CAPTRUST. He serves as a vice president, financial advisor responsible for providing investment advisory services and comprehensive wealth management services to high-net-worth individuals and families. Ted’s extensive experience in risk management and insurance gives him a critical eye in evaluating his clients’ insurance portfolios. He also has significant expertise in retirement planning having worked as a participant advisor for many 401(k) plans at large institutions.
Prior to joining Watermark Asset Management in 2013, Ted was a financial advisor with VALIC. He has also held positions with Principal Financial Group and Allstate Insurance. Ted and his wife are very proud of their four children, who are all successful young adults. When he’s not at work he enjoys reading, hiking, and spending time with his family.
2 months ago
The classic 1982 film Never Say Never Again marked Sean...
5 months ago
Investors entered the opening quarter of 2023 on the edge...
8 months ago
In this edition of Investment Strategy, Sam Kirby of...
12 months ago
The third quarter of 2022 saw rising inflation and recession...