Phyllis Tuttle, Mba
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Phyllis Tuttle, Mba Email & Phone Number

Manager, Wealth Client Service at CAPTRUST at CAPTRUST
Location: Greater Wilmington Area, United States, United States 6 work roles 2 schools
1 work email found @captrustadvisors.com 1 phone found area 336 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email p****@captrustadvisors.com
Direct phone (336) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
CAPTRUST
Role
Manager, Wealth Client Service at CAPTRUST
Location
Greater Wilmington Area, United States, United States
Company size
621 employees

Who is Phyllis Tuttle, Mba? Overview

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Quick answer

Phyllis Tuttle, Mba is listed as Manager, Wealth Client Service at CAPTRUST at CAPTRUST, a company with 621 employees, based in Greater Wilmington Area, United States, United States. AeroLeads shows a work email signal at captrustadvisors.com, phone signal with area code 336, and a matched LinkedIn profile for Phyllis Tuttle, Mba.

Phyllis Tuttle, Mba previously worked as Manager, Wealth Client Service at Captrust and Operations Director at Dmj Wealth Advisors, Llc. Phyllis Tuttle, Mba holds Master Of Business Administration - Mba from Wake Forest University School Of Business.

Company email context

Email format at CAPTRUST

This section adds company-level context without repeating Phyllis Tuttle, Mba's masked contact details.

*@captrustadvisors.com
71% confidence

AeroLeads found 1 current-domain work email signal for Phyllis Tuttle, Mba. Compare company email patterns before reaching out.

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Profile bio

About Phyllis Tuttle, Mba

Phyllis Tuttle, Mba is a Manager, Wealth Client Service at CAPTRUST at CAPTRUST. She possess expertise in wealth management, mutual funds, investment management, financial services, defined benefit and 12 more skills.

Listed skills include Wealth Management, Mutual Funds, Investment Management, Financial Services, and 13 others.

Current workplace

Phyllis Tuttle, Mba's current company

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

CAPTRUST
Captrust
Manager, Wealth Client Service at CAPTRUST
raleigh, north carolina, united states
Website
captrustadvisors.com
Employees
621
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Company profile
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6 roles

Phyllis Tuttle, Mba work experience

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

Manager, Wealth Client Service

Current
Captrust

Raleigh, North Carolina

Jan 2020 - Present

Vice President, Wealth Ops And Trust Manager

Communityone Bank, Na

Manage Trust and Investment Management Operations for Wealth Management and Trust clients.

Jan 2012 - Oct 2018

Vice President

State Street

Unit Manager and Relationship Manager - Specialized Trust Services

Oct 1999 - Dec 2010

Vice President

Wachovia, A Wells Fargo Company

Team Leader and Relationship Manager-Managed team of relationship managers responsible for defined benefit and public fund plans-Relationship manager for large market defined benefit plans

Jul 1983 - Sep 1999

Assistant Vice President

Wachovia, A Wells Fargo Company

Supervisor, Trust Operations Accounting Unit, Project Analyst

Jan 1992 - Jan 1998
Team & coworkers

Colleagues at CAPTRUST

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

RA Rory Atwell, Crps™ Rory Atwell, Crps™ Colleague at CaptrustRaleigh, North Carolina, United States, United States View → RO Reanna O'Neill Reanna O'Neill Colleague at CaptrustGreater Minneapolis-St. Paul Area, United States, United States View → MF Mark Fearigo, Cfp Mark Fearigo, Cfp Colleague at CaptrustGreen, Ohio, United States, United States View → JM John Maloney, Cfa John Maloney, Cfa Colleague at CaptrustBirmingham, Alabama, United States, United States View → NW Nick Walding, Cfa, Cfp® Nick Walding, Cfa, Cfp® Colleague at CaptrustGreater Chicago Area, United States View → KC Karen Culver Karen Culver Colleague at CaptrustMacungie, Pennsylvania, United States, United States View → KF Kristina Foreman, Jd, Ctfa, Aep® Kristina Foreman, Jd, Ctfa, Aep® Colleague at CaptrustBoston, Massachusetts, United States, United States View → ER Ellen R. Shaer, Cfa Ellen R. Shaer, Cfa Colleague at CaptrustWestport, Connecticut, United States, United States View → DD Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc Colleague at CaptrustSanta Barbara, California, United States, United States View → GA Giuseppe Azzarello Giuseppe Azzarello Colleague at CaptrustStoneham, Massachusetts, United States, United States View →
2 education records

Phyllis Tuttle, Mba education

Bs, Accounting With A Minor In Business Administration

High Point University

Activities and Societies: Who's Who Among Students in American Universities and Colleges, 2004

FAQ

Frequently asked questions about Phyllis Tuttle, Mba

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

What company does Phyllis Tuttle, Mba work for?

Phyllis Tuttle, Mba works for CAPTRUST.

What is Phyllis Tuttle, Mba's role at CAPTRUST?

Phyllis Tuttle, Mba is listed as Manager, Wealth Client Service at CAPTRUST at CAPTRUST.

What is Phyllis Tuttle, Mba's email address?

AeroLeads has found 1 work email signal at @captrustadvisors.com for Phyllis Tuttle, Mba at CAPTRUST.

What is Phyllis Tuttle, Mba's phone number?

AeroLeads has found 1 phone signal(s) with area code 336 for Phyllis Tuttle, Mba at CAPTRUST.

Where is Phyllis Tuttle, Mba based?

Phyllis Tuttle, Mba is based in Greater Wilmington Area, United States, United States while working with CAPTRUST.

What companies has Phyllis Tuttle, Mba worked for?

Phyllis Tuttle, Mba has worked for Captrust, Dmj Wealth Advisors, Llc, Communityone Bank, Na, State Street, and Wachovia, A Wells Fargo Company.

Who are Phyllis Tuttle, Mba's colleagues at CAPTRUST?

Phyllis Tuttle, Mba's colleagues at CAPTRUST include Rory Atwell, Crps™, Reanna O'Neill, Mark Fearigo, Cfp, John Maloney, Cfa, and Nick Walding, Cfa, Cfp®.

How can I contact Phyllis Tuttle, Mba?

You can use AeroLeads to view verified contact signals for Phyllis Tuttle, Mba at CAPTRUST, including work email, phone, and LinkedIn data when available.

What schools did Phyllis Tuttle, Mba attend?

Phyllis Tuttle, Mba holds Master Of Business Administration - Mba from Wake Forest University School Of Business.

What skills is Phyllis Tuttle, Mba known for?

Phyllis Tuttle, Mba is listed with skills including Wealth Management, Mutual Funds, Investment Management, Financial Services, Defined Benefit, Asset Management, Retirement, and Securities.

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