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Jim Pierce, CEBS

Jim Pierce, CEBS

Senior Vice President,
Financial Advisor

  • Des Moines, Iowa
  • Seven Habits of Highly Effective People | It’s A Wonderful Life
  • The Apostle Paul, Ronald Reagan, and Jim Gaffigan
  • “The credit belongs to the man who is actually in the arena… who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.” Theodore Roosevelt
  • Humility, confidence, and endurance

Financial Advisors

Jim is an institutional advisor based out of Des Moines, IA.

Jim joined CAPTRUST in 2010. He serves as a senior vice president, financial advisor and is responsible for providing retirement plan advisory services to institutional fiduciaries. He is motivated to support fiduciaries and corporate stewards in the management of long-term asset pools and retirement plans that benefit plan sponsors and their valued employees.

Prior to joining the firm, Jim served as president of Holmes Murphy Financial Services where he led strategy, business development, and client service efforts. He has worked in the industry since 1987. When he is not in the office or with a client, Jim enjoys traveling, reading, playing golf, and spending time with his family and friends.

Education

  • Purdue University- Pension and Profit Sharing Institute

Industry Designations

  • Certified Employee Benefits Specialist (CEBS)

Awards & Recognition

  • Barron’s Top 50 Institutional Consultants | 2019 (Team Des Moines)
  • Financial Times 401 Top Retirement Plan Advisor | 2016, 2017, 2018
  • CAPTRUST Advisor of the Year | 2013
  • 401(k) Wire Most Influential Advisors in Defined Contribution | 2010

Industry Involvement

  • Fellow, International Society of Certified Employee Benefit Specialists (ISCEBS)
  • Member, American Society of Pension Professionals and Actuaries (ASPPA)

Memberships

  • Board chair, The Gateway Church
  • Volunteer Coordinator, Joppa Outreach
  • Board Member, CAPTRUST Community Foundation

News & Resources

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