16 CAPTRUST Advisors on 2024 NAPA Top Women of Excellence List
Sixteen CAPTRUST advisors were named to the National Association of Plan Advisors (NAPA) 2024 Top Women of Excellence list. The list acknowledges the contributions that women are making to the retirement industry and how they bring excellence to the profession. It includes three award categories: Captains, MVPs, and Rising Stars.
A record number of almost 800 nominees were considered for the list. These nominees responded to both qualitative and quantitative questions about their practice, as well as their accomplishments, their contributions to the industry, the state of workplace retirement plans, and how they give back. The winners were then selected by a panel of judges.
Captains: Focused on the growth of the organization and business. These are principals, leaders, owners, and producing advisors. Eleven CAPTRUST advisors were included on this list:
- Beryl Ball
- Erica Blomgren
- Karen Casillas
- Sarah Cathey
- Heather Darcy
- Dori Drayton
- Devyn Duex
- Jean Duffy
- Abigail Russell
- Susan Shoemaker
- Emily Wrightson
MVPs: Non-producing, licensed relationship managers primarily focused on managing relationships and the retention of clients. One CAPTRUST advisor was named to the list:
Rising Stars: Top producers who have fewer than five years in the business and are either emerging team leaders or new producers. Four CAPTRUST advisors were highlighted this year:
The full list can be found here.