Dori J. Drayton, Cpa, Cfp®
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Dori J. Drayton, Cpa, Cfp® Email & Phone Number

Dedicated to financial wellness through sound advice - Principal at CAPTRUST at CAPTRUST
Location: Grand Rapids, Michigan, United States 5 work roles 1 school
1 work email found @captrustadvisors.com 1 phone found area 248 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 1 phone

Work email d****@captrustadvisors.com
Direct phone (248) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
CAPTRUST
Role
Dedicated to financial wellness through sound advice - Principal at CAPTRUST
Location
Grand Rapids, Michigan, United States
Company size
621 employees

Who is Dori J. Drayton, Cpa, Cfp®? Overview

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Quick answer

Dori J. Drayton, Cpa, Cfp® is listed as Dedicated to financial wellness through sound advice - Principal at CAPTRUST at CAPTRUST, a company with 621 employees, based in Grand Rapids, Michigan, United States. AeroLeads shows a work email signal at captrustadvisors.com, phone signal with area code 248, and a matched LinkedIn profile for Dori J. Drayton, Cpa, Cfp®.

Dori J. Drayton, Cpa, Cfp® previously worked as Principal at Captrust and Senior Vice President Financial Advisor at Captrust. Dori J. Drayton, Cpa, Cfp® studied at Michigan State University.

Company email context

Email format at CAPTRUST

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*@captrustadvisors.com
71% confidence

AeroLeads found 1 current-domain work email signal for Dori J. Drayton, Cpa, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Dori J. Drayton, Cpa, Cfp®

I joined CAPTRUST in 2020 through an acquisition of Plante Moran’s retirement plan advisory practice where I served as partner and leader of the firm’s practice. I spent over 20 years at Plante Moran providing independent and unbiased fiduciary services to retirement plan sponsors and helping participants realize their financial goals.As a Principal at CAPTRUST, I demonstrate my passion for helping clients through decades of experience in the retirement plan industry. I share my expertise with clients in areas such as: investment advisory services, fiduciary compliance and training, administrative best practices, industry trends, regulatory updates and financial wellness.Because of my technical expertise, I am often asked to speak at industry conferences about trends, best practices, and regulatory updates. When I'm not helping clients realize their financial goals, I enjoy a good round of golf, boating, and spending time with family and friends.

Current workplace

Dori J. Drayton, Cpa, Cfp®'s current company

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CAPTRUST
Captrust
Dedicated to financial wellness through sound advice - Principal at CAPTRUST
raleigh, north carolina, united states
Website
captrustadvisors.com
Employees
621
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Company profile
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5 roles · 38 years

Dori J. Drayton, Cpa, Cfp® work experience

A career timeline built from the work history available for this profile.

Principal

Current
Captrust

Grand Rapids, Michigan, United States

Aug 2020 - Present

Senior Vice President Financial Advisor

Current
Captrust

Grand Rapids, Michigan, United States

Dori joined CAPTRUST in 2020 through an acquisition of Plante Moran’s retirement plan advisory practice where she served as partner and leader of the firm’s practice.

Aug 2020 - Present
Team & coworkers

Colleagues at CAPTRUST

Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →

LV Laurie Vamos Laurie Vamos Colleague at Captrust Clarkston, Michigan, United States, United States View → AN Anthony N. Scarpo, Esq. Anthony N. Scarpo, Esq. Colleague at Captrust Pittsburgh, Pennsylvania, United States, United States View → CF Callan Fielhauer Callan Fielhauer Colleague at Captrust Fort Worth, Texas, United States, United States View → RR Ryan Rafidi Ryan Rafidi Colleague at Captrust Tempe, Arizona, United States, United States View → KD Kathleen Dehart Kathleen Dehart Colleague at Captrust Durham, North Carolina, United States, United States View → MK Michael Knowles Michael Knowles Colleague at Captrust Raleigh, North Carolina, United States, United States View → OH Odom Heebe Odom Heebe Colleague at Captrust New Orleans, Louisiana, United States, United States View → CF Christopher Frain Cws® Crps® C(K)P® Christopher Frain Cws® Crps® C(K)P® Colleague at Captrust Chesterton, Indiana, United States, United States View → MS Melissa Stamatiades, Ctfa Melissa Stamatiades, Ctfa Colleague at Captrust Asheville, North Carolina, United States, United States View → FH Fana Horenbein Fana Horenbein Colleague at Captrust Edison, New Jersey, United States, United States View →
1 education record

Dori J. Drayton, Cpa, Cfp® education

FAQ

Frequently asked questions about Dori J. Drayton, Cpa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Dori J. Drayton, Cpa, Cfp® work for?

Dori J. Drayton, Cpa, Cfp® works for CAPTRUST.

What is Dori J. Drayton, Cpa, Cfp®'s role at CAPTRUST?

Dori J. Drayton, Cpa, Cfp® is listed as Dedicated to financial wellness through sound advice - Principal at CAPTRUST at CAPTRUST.

What is Dori J. Drayton, Cpa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @captrustadvisors.com for Dori J. Drayton, Cpa, Cfp® at CAPTRUST.

What is Dori J. Drayton, Cpa, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 248 for Dori J. Drayton, Cpa, Cfp® at CAPTRUST.

Where is Dori J. Drayton, Cpa, Cfp® based?

Dori J. Drayton, Cpa, Cfp® is based in Grand Rapids, Michigan, United States while working with CAPTRUST.

What companies has Dori J. Drayton, Cpa, Cfp® worked for?

Dori J. Drayton, Cpa, Cfp® has worked for Captrust, Plante Moran, Amway Corporation, and Bdo Seidman, Llp.

Who are Dori J. Drayton, Cpa, Cfp®'s colleagues at CAPTRUST?

Dori J. Drayton, Cpa, Cfp®'s colleagues at CAPTRUST include Laurie Vamos, Anthony N. Scarpo, Esq., Callan Fielhauer, Ryan Rafidi, and Kathleen Dehart.

How can I contact Dori J. Drayton, Cpa, Cfp®?

You can use AeroLeads to view verified contact signals for Dori J. Drayton, Cpa, Cfp® at CAPTRUST, including work email, phone, and LinkedIn data when available.

What schools did Dori J. Drayton, Cpa, Cfp® attend?

Dori J. Drayton, Cpa, Cfp® studied at Michigan State University.

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