PLANADVISER Lists 11 CAPTRUST Advisors as Top Retirement Plan Advisers
PLANADVISER named 11 CAPTRUST advisors to its esteemed Top Retirement Plan Advisers list for 2022.
PLANADVISER included 11 CAPTRUST advisors to its 2022 list of Top Retirement Plan Advisers. The list is compiled based on the value of qualified plan assets under advisement and the number of total plans.
Thanks to the trend of consolidation in the industry, PLANADVISER also created a separate category for firms with over 15 locations or more than 21 advisors. CAPTRUST was recognized as one of seven game changer firms this year.
Congratulations to the following CAPTRUST advisors:
- Jean Duffy | Des Moines
- Daniel Esch | Minneapolis
- Shaun Eskamani | Raleigh
- Tim Irvin | New York
- Paul Owen | Birmingham
- Joey Payne | Lexington, KY
- John Pickett | Dallas
- Jan Rezler | New York
- Barry Schmitt | Richmond
- Jason Stanicek | Raleigh
- Jim Strodel | Charlotte
To see the full list of winners, click here.