| Name | Title | Contact Details |
|---|---|---|
Cynthia Lee |
Managing Director and Of Counsel for Compliance and Operational | Profile |
Caroline Curts |
Chief Compliance Officer | Profile |
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.
Founded in 2011 by Sheryl Garrett and Justin Nichols, Garrett Investment Advisors, LLC, is a Fee-Only financial planning and investment advisory firm, registered with the Securities and Exchange Commission (SEC). With offices around the country, you can work with one of our financial planners in-person or virtually via web meeting. We provide Fee-Only financial planning services, including advice in the areas of cash flow and budgeting, risk management, estate planning, retirement planning, education funding and investment advice. In addition, some of our offices provide ongoing portfolio management services, income tax return preparation or other specialized financial advice. We do not impose a minimum fee for financial planning, which makes our services accessible to almost everyone–individuals and families just starting out, middle income do-it-yourselfers and those nearing or in retirement. Whether in the form of a one-time review, second opinion or ongoing periodic advice, our services are tailored to the unique needs of our clients.
After 18 years in business, PrimeLending has grown into a top-three residential mortgage lender in Dallas-Fort Worth with more than 150 loan officers servicing over $1.5 billion in loans last year.
Aldenville Credit Union is a Chicopee, MA-based company in the Financial Services sector.
RMB Capital is an independent investment advisory firm focused on preserving and growing wealth for individuals, families, institutions, and employers.