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.
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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.
CAPTRUST adds three partners and supporting team members from Atlanta-based FiduciaryVest and more than $13 billion in client assets under advisement to its practice.
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”.
In March, AdvisoryHQ named CAPTRUST in its 2019 ranking of the Top 10 Best Financial Advisors in Tampa & St. Petersburg, Florida.
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.”