Again this year, Beryl Ball, Deanna Bamford, Patricia Bills, Karen Casillas, Heather Darcy, Jean Duffy, Devyn Duex, Erica Blomgren, and Abigail Russell have been recognized by the National Association of Plan Advisors (NAPA) on its list of Top Women Advisors in 2019.
Launched in 2015, the list acknowledges women who are making significant contributions to the retirement industry. This year, nearly 500 nominees were submitted for consideration.
Of the 50 total spots, CAPTRUST advisors scored nine. In fact, three of our honorees—Beryl Ball, Patricia Bills, and Jean Duffy—have been recognized on this list every year since its inception.
“This is a group of women who truly elevate our firm. CAPTRUST is honored to have such an excellent bunch of advisors included in the 2019 list of NAPA Top Women Advisors,” said CAPTRUST CEO and Co-founder Fielding Miller.
Honorees are separated into three list categories—all-stars, captains, and rising stars.
Click here to view the three categorical lists.
Founded in 1997 in Raleigh, North Carolina, CAPTRUST is an independent registered investment advisor with more than 650 employees nationwide and $362 billion in client assets. An employee-owned firm, CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations, and comprehensive wealth planning services to executives and high-net-worth individuals. CAPTRUST’s mission is to enrich the lives of its clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation. The firm also operates the CAPTRUST Community Foundation, a charity focused on meeting the needs of underserved children.