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.
Press releases, company announcements, industry recognition, and news about our activities in the communities we serve. Use the search box above or filter by category.
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.
CAPTRUST CEO Fielding Miller was one of this year’s Icons and Innovators award winners celebrated at a recent dinner. The gathering was attended by people from all spheres of the financial advice industry.
Great marketing can be new territory for advisors, but it’s not impossible. In an article titled “5 Pillars of Marketing for Advisers” CAPTRUST CMO John Curry defines a checklist of key advisor marketing tactics.
In April, Real Assets Adviser featured an article profiling Fielding Miller and the growing national footprint of CAPTRUST. Written by Mike Consol, the article is titled “Buying in a Down Market”.