Heather Darcy, Cpfa®
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Heather Darcy, Cpfa® Email & Phone Number

Vice President | Financial Advisor at CAPTRUST at CAPTRUST
Location: Raleigh, North Carolina, United States 1 work role 1 school
1 work email found @captrustadvisors.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email h****@captrustadvisors.com
LinkedIn Profile matched
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Current company
Role
Vice President | Financial Advisor at CAPTRUST
Location
Raleigh, North Carolina, United States
Company size

Who is Heather Darcy, Cpfa®? Overview

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Quick answer

Heather Darcy, Cpfa® is listed as Vice President | Financial Advisor at CAPTRUST at CAPTRUST, a company with 621 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at captrustadvisors.com and a matched LinkedIn profile for Heather Darcy, Cpfa®.

Heather Darcy, Cpfa® previously worked as Vice President | Financial Advisor at Captrust. Heather Darcy, Cpfa® holds Ba, Economics from Salem College.

Company email context

Email format at CAPTRUST

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*@captrustadvisors.com
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AeroLeads found 1 current-domain work email signal for Heather Darcy, Cpfa®. Compare company email patterns before reaching out.

Profile bio

About Heather Darcy, Cpfa®

Heather has worked in the industry since 2004, and serves as vice president, financial advisor for CAPTRUST. Heather is responsible for providing advisory services to fiduciaries while building relationships and meeting client needs in the institutional market. She earned a Bachelor of Arts degree in economics from Salem College, and has received industry recognition as one of NAPA’s Top Women Advisors for 2016, 2017, 2018, 2019, 2020, 2021, and 2022.

Listed skills include Investment Advisory, Retirement Plan Consulting, Fiduciary Services, Account Management, and 26 others.

Current workplace

Heather Darcy, Cpfa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

CAPTRUST
Captrust
Vice President | Financial Advisor at CAPTRUST
raleigh, north carolina, united states
Employees
621
AeroLeads page
1 role

Heather Darcy, Cpfa® work experience

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

  • Captrust
    Vice President | Financial Advisor
    Jan 2015 - Present - Raleigh, North Carolina
    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, institutional investors, executives, and high net-worth individuals.
Team & coworkers

Colleagues at CAPTRUST

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

1 education record

Heather Darcy, Cpfa® education

FAQ

Frequently asked questions about Heather Darcy, Cpfa®

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

What company does Heather Darcy, Cpfa® work for?

Heather Darcy, Cpfa® works for CAPTRUST.

What is Heather Darcy, Cpfa®'s role at CAPTRUST?

Heather Darcy, Cpfa® is listed as Vice President | Financial Advisor at CAPTRUST at CAPTRUST.

What is Heather Darcy, Cpfa®'s email address?

AeroLeads has found 1 work email signal at @captrustadvisors.com for Heather Darcy, Cpfa® at CAPTRUST.

Where is Heather Darcy, Cpfa® based?

Heather Darcy, Cpfa® is based in Raleigh, North Carolina, United States while working with CAPTRUST.

What companies has Heather Darcy, Cpfa® worked for?

Heather Darcy, Cpfa® has worked for Captrust.

Who are Heather Darcy, Cpfa®'s colleagues at CAPTRUST?

Heather Darcy, Cpfa®'s colleagues at CAPTRUST include Miller Robins, Cfp®, Cima®, Matt Brissette, Johnny Garrett, Aif®, Matt Doyle, Cfp®, and Arnoldo Gonzalez-Ruiz.

How can I contact Heather Darcy, Cpfa®?

You can use AeroLeads to view verified contact signals for Heather Darcy, Cpfa® at CAPTRUST, including work email, phone, and LinkedIn data when available.

What schools did Heather Darcy, Cpfa® attend?

Heather Darcy, Cpfa® holds Ba, Economics from Salem College.

What skills is Heather Darcy, Cpfa® known for?

Heather Darcy, Cpfa® is listed with skills including Investment Advisory, Retirement Plan Consulting, Fiduciary Services, Account Management, Human Resources, Business Development, Strategic Consulting, and Philanthropy.

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