Meet the Team
We’re here to provide advice and answer your questions.
CAPTRUST has been helping people successfully plan for retirement and optimize their employer-sponsored retirement plan benefits for more than twenty years.
Our team of experienced financial advisors can discuss how much you need to save for your retirement, how to invest your money, and how to access your retirement savings. We are available one-on-one in person, on the phone, and via the web, as well as on-site group meetings.
CAPTRUST at Work Team Spotlight
Carlos joined CAPTRUST in 2017 and serves as a senior team leader on our CAPTRUST at Work team. He is responsible for coordinating, updating, and monitoring technology across multiple department applications.