3 months ago
Houston’s Monroe Vos Joins CAPTRUST
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
Senior Associate,
Relationship Manager
Wade joined CAPTRUST in 2022 from TrustCore Financial Services and works to serve clients with a sense of purpose to strengthen them and their families. He has been in the industry since 2014 and serves as a senior associate and relationship manager. Wade holds a Bachelor of Science degree in accounting and finance and a Master of Business Administration degree in accounting from Tennessee Tech University.
He is a member of the Financial Planning Association of Middle Tennessee and holds the designations of Chartered Retirement Planning Counselor℠ and CERTIFIED FINANCIAL PLANNER®.
Outside of work, Wade enjoys spending time with his fiancé Kelsey, hiking, camping, and staying involved at Joy Church in Mount Juliet, Tennessee.
3 months ago
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
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5 months ago
CAPTRUST Financial Advisors announced today the addition of TrustCore Financial...