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Shale W. Latter, CPFA®Vice President, Financial Advisor

  • 400 North Tampa Street
    Suite 1800
    Tampa, FL 33602
  • 813.218.5025
  • LinkedIn

Shale joined CapTrust Advisors in Tampa in 2003. He became part of CAPTRUST in 2017 when CapTrust Advisors merged with CAPTRUST. Shale is currently a vice president and financial advisor responsible for providing retirement plan and investment advisory services to fiduciaries of corporate retirement plans. He has worked in the industry since 2003.

EDUCATION

  • Bachelor of Science degree in finance from the University of South Florida 
  • Master of Arts degree in theological studies from Liberty University

INDUSTRY DESIGNATIONS

  • Certified Plan Fiduciary Advisor (CPFA®)

AWARDS AND RECOGNITION

  • 2016 NAPA Young Guns: Top 50 Plan Advisors Under 40 
  • 2017 NAPA Young Guns: Top 75 Plan Advisors Under 40

Personal Profile

Hometown:
Lakeland, FL
Favorite Book or Movie:
The Screwtape Letters | Braveheart
Ideal Dinner Guest:
Ragnar Lothbrok, Martin Luther, and Abraham Lincoln
Words to Live By:
Act justly, love mercy and walk humbly.
Qualities I Admire in People:
Humility, faith, and passion