3 weeks ago
CAPTRUST Makes Strong Showing on 2019 List of NAPA Top Women Advisors!
Again this year, Beryl Ball, Deanna Bamford, Patricia Bills, Karen...
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4401 Westown Pkwy.
Suite 220
Des Moines,
IA
50266
Phone: 515.657.4110
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, comprehensive wealth management services to high-net-worth investors, and corporate executives and investment advisory services to endowments and foundations.
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
4 weeks ago
High Fives for Making Thrive!
In November, WealthManagement released its very first listing of Thrive...
Plan Sponsor eBrief
1 month ago
IRS Announces 2020 Pension Plan Limitations
The Internal Revenue Service announced its annual update to dollar...
Announcements
2 months ago
Financial Times Names 23 CAPTRUST Advisors to Top 401 List
The list recognizes the top financial advisors who specialize in...
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