CAPTRUST today announced the addition of McQueen, Ball & Associates and Cornerstone Capital Advisors to its growing team. These transactions bring more than $2 billion of client assets to CAPTRUST.
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We are pleased to announce that the Summer 2019 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail shortly. If you are interested in receiving VESTED Magazine, please let us know via email.
This May, Smart Business caught up with CAPTRUST’s Steve Wilt, senior vice president and financial advisor, to get his thoughts on the importance of working with a genuine expert advisor.
This April, the Charlotte Business Journal released its list of the largest financial planning firms in the Charlotte-area. “We are honored to be included on the list,” says CAPTRUST Senior Vice President and Financial Advisor Michael Blair.
“We are humbled to be recognized with [this award], and to be grouped with so many amazing organizational peers,” says Devyn Duex, financial advisor and co-president of the CAPTRUST Community Foundation.
“We make up almost 20 percent of the Barron’s Top 50 list. These are world-class professionals and very talented teams. Best of all, they are just the tip of the CAPTRUST iceberg,” said CEO Fielding Miller.