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Heather A. Darcy, CPFAVice President, Financial Advisor

  • 4208 Six Forks Road
    Suite 1700
    Raleigh, NC 27609
  • 919.870.6822
  • LinkedIn

Heather joined CAPTRUST in 2015 as vice president, financial advisor and is responsible for helping 401(k) and 403(b) plan sponsors manage their plans more effectively with independent advice on investments, plan design, participant engagement, vendor management, and fiduciary process. Prior to joining the firm, Heather served as a 401(k) consultant with Paychex, and has worked in the industry since 2005.

EDUCATION

  • Bachelor of Arts degree in economics from Salem College

AWARDS AND RECOGNITION

  • 2016 and 2017 NAPA Top Women Advisors All-Star

INDUSTRY DESIGNATIONS

  • Certified Plan Fiduciary Advisor (CPFA)

 

Personal Profile

Hometown:
Statesville, NC
Favorite Book or Movie:
The Art of Racing in the Rain and The Pursuit of Happyness
Ideal Dinner Guest:
Dalai Lama, Maya Angelou, and Mother Teresa
Words to Live By:
The question isn't who is going to let me; it's who is going to stop me.
Qualities I Admire in People:
Integrity, optimism, and a sense of humor
Favorite Philanthropy:
Coalition for Pulmonary Fibrosis and An Act of Dog