In March, AdvisoryHQ named CAPTRUST in its 2019 ranking of the Top 10 Best Financial Advisors in Tampa & St. Petersburg, Florida.
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This year, CAPTRUST’s Texas-based Michael Maresh and Pennsylvania-based Scott Wertheim were named to the Top 100 list’s subcategory of “Individual Advisers With $1 Billion or More in Retirement Plan Assets Under Advisement.”
At more than $300 billion in assets under management, CAPTRUST was listed in the section of “Mega Teams With $12 Billion or More in Retirement Plan Assets Under Advisement.” CAPTRUST was one of 16 Mega Teams listed this year.
According to the National Institutes of Health, living in poverty is a risk factor for substance abuse. But Seeber wants readers to know that addiction doesn’t discriminate.
On January 30, The National Tax-Deferred Savings Association (NTSA) announced CAPTRUST’s Wat Keys, CFP®, CRPS, as one of four 2019 Elite Advisor Award recipients.
The Triangle Business Journal recently released its list ranking firms by number of licensed financial planners in the Triangle. The list was locally researched and places CAPTRUST in the number two spot.