The Financial Times highlighted 25 CAPTRUST advisors on the publication’s list of the 401 Top Retirement Advisors for 2020.
Additionally, CAPTRUST Principal, Financial Advisor Jim Edwards, was featured in a companion article “It pays to be part of a bigger adviser business — especially during a pandemic,” highlighting the advantages of being part of larger firm like CAPTRUST during the pandemic.
“Now more than ever, plan sponsors are looking for firms that are here today and are going to be here for a long period of time,” said Edwards.
The 25 advisors featured on the FT 401 list are:
- Eric W. Bailey, CFA® (Tampa, FL)
- Dan DiGiacomo (Orlando, FL)
- Jim Edwards, AIF® (Allentown, PA)
- Shaun Eskamani (Raleigh, NC)
- Errol A. Hau, CTP/CCM (Clarkston, MI)
- Todd L. Jones, CFP®, AIF®, ARPS (Raleigh, NC)
- Wat Keys, CFP®, CRPS® (Raleigh, NC)
- Christopher D. Kulick, Jr., CIMA® (Doylestown, PA)
- Michael Maresh, AIFA®, ARPC (Austin, TX)
- John Masterson, AIF®, C(k)P®, QPFC® (Chesterton, IN)
- Evan Melcher, AIF®, ARPC, CIMA®, CPFA (Atlanta, GA)
- Paul Owen AIF®, APR, MBA (Birmingham, AL)
- John A. Pickett, CIMA® (Dallas, TX)
- Casey Pogodzinski (Clarkston, MI)
- Michael S. Pratico (Portland, ME)
- Kenneth J. Rogers, AIF®, CEBS, CFP® (Harrisonburg, VA)
- Paul H. Schaffer, AIF® (Doylestown, PA)
- Barron (Barry) V. Schmitt (Richmond, VA)
- Andrew (AJ) Shimp, RPA (Des Moines, IA)
- Paul Stibich, Jr., CPFA (Akron, OH)
- Jon E. Strickland, AIF® (Raleigh, NC)
- James W. Strodel (Charlotte, NC)
- Scott A. Wertheim, AIF®, CEBS® (Doylestown, PA)
- Travis Whitten, CFP® (Dallas, TX)
- Steve Wilt, CIMA® (Akron, OH)
To see the complete listing online, please click here.
