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  • With CAPTRUST Since 2014
  • 516.944.3317
  • 150 Main Street, Suite 5 Port Washington, NY 11050

Peggy A. Whitmore, AIF®, CRPS®, PRP

Peggy A. Whitmore, AIF®, CRPS®, PRP

Vice President,
Financial Advisor

  • Houston, TX
  • If Kennedy Lived
  • Larry Kudlow, Sherry Lansing, and Carl Bernstein
  • Life isn’t about waiting for the storm to pass, it’s about learning to dance in the rain.
  • Strong egos (not big egos), intelligence, and sense of humor

Financial Advisors

Peggy is a retirement plan advisor based out of Port Washington, NY.

Peggy joined CAPTRUST in 2014 as vice president, financial advisor and is responsible for providing investment advisory services to fiduciaries of corporate retirement plans. Prior to joining the firm, Peggy served as managing director with 401(k) Advisors charged with assisting plan sponsor clients to adopt ongoing fiduciary best practices, including investment due diligence, fee benchmarking, plan design and employee education and has worked in the industry since 1992.

Education

  • Bachelor of Science degree in business administration with a concentration in finance from Texas State University

Industry Designations

  • Accredited Investment Fiduciary®
  • Certified Retirement Plan Specialist℠
  • Plan Sponsor Retirement Professional

Awards & Recognition

  • 401k Wire Top 300 Most Influential Advisors in Defined Contribution | 2009, 2010, and 2011
  • PLANSPONSOR Magazine Top 100 Plan Advisors | 2010, 2011, and 2013

Industry Involvement

  • Speaker, American Bar Association
  • Speaker, Profit Sharing/401(k) Council of America

Memberships

  • American Society of Pension Professionals and Actuaries