CAPTRUST Financial Advisors, one of the nation’s leading independent retirement and investment advisory firms, today announced that Senior Vice President and Financial Advisor Danny Summerlin has been named Advisor Shareholder Partner in recognition of his exemplary record of contribution toward the success of the firm.
Summerlin joined CAPTRUST in 2006 and is responsible for providing comprehensive wealth management and retirement advisory services to high-net-worth investors, private foundations, corporate executives, and business owners. Prior to joining the firm, he served as a relationship manager for individual and institutional investors at Franklin Street Partners. He has worked in the industry since 1995.
“We’re elated to recognize Danny for all of his contributions to the firm,” says Wilson Hoyle, managing director and head of the firm’s Advisor Support Group. “We value his commitment to our clients, colleagues, and communities.” Summerlin added, “It is such an honor to become a partner of a company like CAPTRUST. Recognition like this is a testament to our culture.”
Summerlin received a Bachelor of Arts degree in industrial relations and political science and a Master of Business Administration degree from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. He holds a Certified Financial Analyst (CFA®) professional designation.
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents over $180 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.