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Todd L. Jones, AIF®, ARPS, CFP®

Todd L. Jones, AIF®, ARPS, CFP®

Senior Vice President,
Financial Advisor

  • Nevada, MO
  • Kill Bill
  • Thoreau
  • I am not young enough to know everything.
  • A giving soul and a good sense of humor

Financial Advisors

Todd is a retirement plan and wealth advisor based out of Raleigh, NC.

Todd joined CAPTRUST in 2000 as senior vice president, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and business owners. Todd has worked in the industry since 1997.

Education

  • Advanced Achievement Leadership Graduate, Bell Leadership Institute
  • Bachelor of Arts degree in economics from the University of Central Missouri

Industry Designations

  • Accredited Investment Fiduciary®
  • Accredited Retirement Plan Specialist
  • CERTIFIED FINANCIAL PLANNER™

Awards & Recognition

  • 401(k) Wire Top 300 Retirement Plan Advisors in the U.S.
  • Financial Times 401 Top Retirement Plan Advisor | 2017 and 2018
  • Greater Raleigh Chamber of Commerce, Leadership Raleigh Participant
  • Triangle Business Journal 40 Under 40 Leadership Award | 2013
  • University of Central Missouri, Outstanding Undergraduate Student in Economics & Finance

Memberships

  • Board of Directors, Pretty In Pink Foundation
  • Board of Directors, Rebuilding Together of the Triangle
  • Catholic Community of St. Francis of Assisi
  • The Society of Professional Administrators And Recordkeepers

News & Resources

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