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Todd L. Jones, CFP®, AIF®, ARPSSenior Vice President, Financial Advisor

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

Todd joined CAPTRUST in 2000 as senior vice president, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and business owners. Todd has worked in the industry since 1997.

EDUCATION

  • Bachelor of Arts degree in economics from the University of Central Missouri 
  • Advanced Achievement Leadership Graduate, Bell Leadership Institute

INDUSTRY DESIGNATIONS

  • CERTIFIED FINANCIAL PLANNER
  • Accredited Investment Fiduciary (AIF®)
  • Accredited Retirement Plan Specialist (ARPS)

AWARDS AND RECOGNITIONS

  • 2018 Financial Times 401 Top Retirement Plan Advisor
  • 2013 40 Under 40 Leadership Award, Triangle Business Journal
  • Top 300 Retirement Plan Advisors in the U.S., 401(k) Wire
  • Leadership Raleigh Participant, Greater Raleigh Chamber of Commerce
  • Outstanding Undergraduate Student in Economics & Finance
  • 2017 Financial Times 401 Top Retirement Plan Advisor

MEMBERSHIPS

  • Board of Directors - Rebuilding Together of the Triangle
  • Board of Directors - Pretty In Pink Foundation
  • Catholic Community of St. Francis of Assisi
  • The Society of Professional Administrators And Recordkeepers

Personal Profile

Hometown:
Nevada, MO
Favorite Book or Movie:
Kill Bill
Ideal Dinner Guest:
Thoreau
Words to Live By:
I am not young enough to know everything.
Qualities I Admire in People:
A giving soul and a good sense of humor
Favorite Philanthropy:
Rebuilding Together of the Triangle