Patrick Plunkett, Cfp®
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Patrick Plunkett, Cfp® Email & Phone Number

Vice President, Financial Advisor at CAPTRUST at CAPTRUST
Location: Atlanta, Georgia, United States 3 work roles 2 schools
1 work email found @captrustadvisors.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email p****@captrustadvisors.com
LinkedIn Profile matched
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Current company
CAPTRUST
Role
Vice President, Financial Advisor at CAPTRUST
Location
Atlanta, Georgia, United States
Company size
621 employees

Who is Patrick Plunkett, Cfp®? Overview

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Quick answer

Patrick Plunkett, Cfp® is listed as Vice President, Financial Advisor at CAPTRUST at CAPTRUST, a company with 621 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at captrustadvisors.com and a matched LinkedIn profile for Patrick Plunkett, Cfp®.

Patrick Plunkett, Cfp® previously worked as Vice President, Financial Advisor at Captrust and Partner at Stewardship Financial Advisors. Patrick Plunkett, Cfp® holds Bachelor Of Business Administration (B.B.A.), Economics from Kennesaw State University - Michael J. Coles College Of Business.

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 Patrick Plunkett, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Patrick Plunkett, Cfp®

I joined the CAPTRUST team in 2021 from Stewardship Financial Advisors, LLC—a comprehensive financial services firm—where I served as a partner and financial advisor. I was instrumental in refining Stewardship’s technology platform aimed to improve the client experience. I began my career at Carnegie Wealth Strategies.At CAPTRUST, I continue to deliver this superior client experience, providing retirement planning and investment advice to help clients achieve successful retirement outcomes. I am committed to helping clients meet their long-term financial goals. I earned a Bachelor of Business Administration degree in economics from Kennesaw State University. Outside of work, I am an avid traveler, and I enjoy seeing the world with family and friends.

Current workplace

Patrick Plunkett, Cfp®'s current company

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CAPTRUST
Captrust
Vice President, Financial Advisor at CAPTRUST
raleigh, north carolina, united states
Website
captrustadvisors.com
Employees
621
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Company profile
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3 roles

Patrick Plunkett, Cfp® work experience

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

Vice President, Financial Advisor

Current
Captrust
Apr 2021 - Present

Partner

Stewardship Financial Advisors
Mar 2015 - Apr 2021
Team & coworkers

Colleagues at CAPTRUST

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

HF Heather Fitzpatrick Heather Fitzpatrick Colleague at Captrust Denver Metropolitan Area, United States View → SS Stewart Schmidt, Cfp® Stewart Schmidt, Cfp® Colleague at Captrust Uniontown, Ohio, United States, United States View → EM Evan Melcher, Aif®, Arpc, Cima®, Cpfa® Evan Melcher, Aif®, Arpc, Cima®, Cpfa® Colleague at Captrust Alpharetta, Georgia, United States, United States View → WR William R. Kline William R. Kline Colleague at Captrust Raleigh, North Carolina, United States, United States View → KG Ken Garrett Ken Garrett Colleague at Captrust Phoenix, Arizona, United States, United States View → WP William Paxton, J.D., Cfp® William Paxton, J.D., Cfp® Colleague at Captrust Greater Lynchburg Area, United States View → CC Curtis Cunningham, Mba Curtis Cunningham, Mba Colleague at Captrust Raleigh, North Carolina, United States, United States View → CR Carter R. Hall, Cfp® Carter R. Hall, Cfp® Colleague at Captrust Greenville, South Carolina, United States, United States View → DM Dan Maclachlan Dan Maclachlan Colleague at Captrust Raleigh-Durham-Chapel Hill Area, United States View → JR Jenna Rawlings Jenna Rawlings Colleague at Captrust Boston, Massachusetts, United States, United States View →
2 education records

Patrick Plunkett, Cfp® education

Education record

The Westminster Schools
FAQ

Frequently asked questions about Patrick Plunkett, Cfp®

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

What company does Patrick Plunkett, Cfp® work for?

Patrick Plunkett, Cfp® works for CAPTRUST.

What is Patrick Plunkett, Cfp®'s role at CAPTRUST?

Patrick Plunkett, Cfp® is listed as Vice President, Financial Advisor at CAPTRUST at CAPTRUST.

What is Patrick Plunkett, Cfp®'s email address?

AeroLeads has found 1 work email signal at @captrustadvisors.com for Patrick Plunkett, Cfp® at CAPTRUST.

Where is Patrick Plunkett, Cfp® based?

Patrick Plunkett, Cfp® is based in Atlanta, Georgia, United States while working with CAPTRUST.

What companies has Patrick Plunkett, Cfp® worked for?

Patrick Plunkett, Cfp® has worked for Captrust, Stewardship Financial Advisors, and Carnegie Wealth Strategies.

Who are Patrick Plunkett, Cfp®'s colleagues at CAPTRUST?

Patrick Plunkett, Cfp®'s colleagues at CAPTRUST include Heather Fitzpatrick, Stewart Schmidt, Cfp®, Evan Melcher, Aif®, Arpc, Cima®, Cpfa®, William R. Kline, and Ken Garrett.

How can I contact Patrick Plunkett, Cfp®?

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

What schools did Patrick Plunkett, Cfp® attend?

Patrick Plunkett, Cfp® holds Bachelor Of Business Administration (B.B.A.), Economics from Kennesaw State University - Michael J. Coles College Of Business.

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