6 months ago
CAPTRUST Named to Barron’s 2023 List
Barron’s recently ranked 22 CAPTRUST advisor teams on the prestigious...
Principal,
Financial Advisor
Wes joined CAPTRUST in 2015 as a principal and financial advisor with the firm’s partnership with MFP Strategies and is responsible for providing retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and business owners. Previously, Wes served as partner and has worked in the industry for over 25 years.
6 months ago
Barron’s recently ranked 22 CAPTRUST advisor teams on the prestigious...
1 year ago
Barron’s recently honored 20 CAPTRUST advisor teams with the prestigious...
2 years ago
The National Association of Plan Advisors (NAPA) recently named 27...
2 years ago
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...