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.
CAPTRUST Community Foundation
Started by CAPTRUST employees, the CAPTRUST Community Foundation applies focus to an ever-growing desire to give back. While the initiative started in 2006, the foundation officially became a 501(c)(3) nonprofit charity in 2007 and specifically focuses on enriching the lives of children.
Back in its first year, the foundation was thrilled to raise $5,000 to help kids. Now a decade later, it is able to raise hundreds of thousands annually. Our dedication to the foundation is a huge part of our culture and corporate mission and it remains near and dear to our hearts. We are extremely grateful to have the opportunity to help.
If you would like to help the CAPTRUST Community Foundation or would like to learn more, please visit www.capcommunityfoundation.org or call 855.649.0493.