6 months ago
Nine CAPTRUST Advisor Teams Named among Barron’s 2019 Top 50 Institutional Consultants
“We make up almost 20 percent of the Barron’s Top...
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4401 Westown Parkway,
Suite 220
Des Moines,
IA
50266
Phone: 515.657.4106
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm
Wealth Management
Institutional Retirement
Endowments & Foundations
Our Team
CAPTRUST’s Des Moines-based advisors specialize in providing retirement plan advisory services to corporate fiduciaries as well as comprehensive wealth management services to high-net-worth investors, private foundations, and corporate executives.
Troy W. Anderson
Vice President,
Financial Advisor
Jean Duffy, AIFA®, ARPC
Senior Vice President,
Financial Advisor
Aaron J. Morris, CFP®
Vice President,
Financial Advisor
Jim Pierce, CEBS
Senior Vice President,
Financial Advisor
Andrew (AJ) Shimp, RPA
Senior Vice President,
Financial Advisor
News & Resources
Announcements
Announcements
10 months ago
Six CAPTRUST Advisors Named to NAPA’s 2019 List of “Young Guns”
In December, NAPA released the 2019 Top Retirement Plan Advisors...
Announcements
10 months ago
23 CAPTRUST Office Teams Named to 2018 NAPA Top DC Advisor Teams List
The list, compiled by the National Association of Plan Advisors’...
Announcements
11 months ago
NAPA’s 2018 Top Women Advisors List Features Ten CAPTRUST Advisors
Nearly 500 advisors were nominated for this annual list. CAPTRUST’s...
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