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Steve Wilt, CIMASenior Vice President, Financial Advisor

  • 222 South Main Street
    Suite 220
    Akron, OH 44308
  • 330.535.4550
  • LinkedIn

After a 20-year career with a major wirehouse, Steve joined CAPTRUST in 2009 and is currently a senior vice president and financial advisor, responsible for providing investment advisory services to fiduciaries of corporate retirement plans. Recognized as an industry expert, Steve is a national speaker on retirement issues and the co-author of 401(k) Sales Champion: A Guide for Financial Advisors to Acquire and Retain 401(k) Plans, one of the first guides for advisors on how to sell and, importantly, service corporate retirement plans. Steve was also an inaugural inductee into the Plan Advisor Hall of Fame in 2011. During his time at CAPTRUST, Steve has received the two highest advisor honors—being named Rainmaker in 2010 and Financial Advisor of the Year in 2011 and 2016.

Steve is part of CAPTRUST’s Akron office, which has been recognized annually in PLANSPONSOR Magazine’s Top 100 Retirement Plan Advisors in America. 

EDUCATION

  • Bachelor of Science in Business Administration degree with a concentration in international marketing from The University of Akron

INDUSTRY DESIGNATIONS

  • Certified Investment Management Analyst (CIMA)

AWARDS AND RECOGNITION

  • 2018 Barron's Top 50 Institutional Consultants
  • 2017 Financial Times 401 Top Retirement Plan Advisor
  • 2016 CAPTRUST Advisor of the Year
  • 2012 Dr. Frank L. Simonetti Distinguished Business Alumni Award from The University of Akron
  • 2011 CAPTRUST Advisor of the Year
  • 2010 CAPTRUST Rainmaker
  • 2009 ASPPA 401(k) Leadership Award Finalist
  • 2008 401k Wire's Top 100 Most Influential People in 401(k)
  • 2007 PLANSPONSOR Magazine's Retirement Plan Adviser Team of the Year

MEMBERSHIPS

  • St. Sebastian’s Foundation
  • The Julia Billiart School at St. Sebastian's
  • The University of Akron College of Business Alumni Board
  • The Goodwill Industries of Akron Investment Committee 
  • The Greater Akron Chamber of Commerce

PUBLICATIONS

  • Co-author of 401(k) Sales Champion: A Guide for Financial Advisors to Acquire and Retain 401(k) Plans, editions 2000, 2007, and 2012

Personal Profile

Hometown:
Akron, OH
Favorite Book or Movie:
Mere Christianity and Braveheart
Ideal Dinner Guest:
Babe Ruth, John Kennedy, and Jack Nicklaus
Words to Live By:
The secret of success is the consistency of purpose.
Qualities I Admire in People:
Honesty, sense of humor, and passion
Favorite Philanthropy:
SUMMA Foundation