Todd Jones is a wealth management and corporate retirement plan financial advisor based in Raleigh, NC.
Todd joined CAPTRUST in 2000 as principal and 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™
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
Awards & Recognition
- 401(k) Wire Top 300 Retirement Plan Advisors in the U.S.
- Financial Times 401 Top Retirement Plan Advisor | 2017, 2018, 2019 and 2020
- 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
- NAPA Top DC Advisor Teams | 2019, 2020, 2021, and 2022 (CAPTRUST Raleigh)
