Rick Shoff
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Rick Shoff Email & Phone Number

Managing Director at CAPTRUST at CAPTRUST
Location: Doylestown, Pennsylvania, United States 3 work roles 1 school
2 work emails found @captrustadvisors.com 5 phones found area 919, 215, and 800 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 5 phones

Work email r****@captrustadvisors.com
Direct phone (919) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
CAPTRUST
Role
Managing Director at CAPTRUST
Location
Doylestown, Pennsylvania, United States

Who is Rick Shoff? Overview

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Quick answer

Rick Shoff is listed as Managing Director at CAPTRUST at CAPTRUST, based in Doylestown, Pennsylvania, United States. AeroLeads shows a work email signal at captrustadvisors.com, phone signal with area code 919, 215, 800, and a matched LinkedIn profile for Rick Shoff.

Rick Shoff previously worked as Managing Director, Advisor Support Group at Captrust and Founder and Chief Executive Officer at Plan Advisory Services, Inc.. Rick Shoff holds Bachelor Of Science (B.S.), Business Administration from Lebanon Valley College.

Company email context

Email format at CAPTRUST

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{first}.{last}@captrustadvisors.com
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AeroLeads found 2 current-domain work email signals for Rick Shoff. Compare company email patterns before reaching out.

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Profile bio

About Rick Shoff

As Managing Director of the Advisor Support Group, Rick focuses on the firms business development, advisor support, and advisor recruiting and acquisition initiatives. He also serves as a member of our firm's Executive Committee. Prior to joining CAPTRUST in 2006, Rick founded Plan Advisory Services and built the company into one of the most well-respected advisory firms in the nation, and has worked in the industry since 1983. Rick earned a Bachelor of Science degree in business administration from Lebanon Valley College and holds the Certified Merger & Acquisition Advisor (CM&AA) designation.

Listed skills include Investment Advisory, Pensions, Qualified Retirement Plans, Non Qualified Deferred Compensation, and 2 others.

Current workplace

Rick Shoff's current company

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

CAPTRUST
Captrust
Managing Director at CAPTRUST
Raleigh, NC
Website
captrustadvisors.com
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Company profile
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3 roles · 38 years

Rick Shoff work experience

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

Managing Director, Advisor Support Group

Current
Captrust

Raleigh, Nc, Us

Jan 2006 - Present

Founder And Chief Executive Officer

Plan Advisory Services, Inc.
Jan 1991 - Dec 2006

Account Executive

Noble Lowndes
1989 - 1991 ~2 yrs
Team & coworkers

Colleagues at CAPTRUST

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

LC Louis Crosier Louis Crosier Colleague at CaptrustBoston, Massachusetts, United States View → CB Christina Burroughs, Cfp® Christina Burroughs, Cfp® Colleague at CaptrustPhoenix, Arizona, United States View → AH Alexander Heisler Alexander Heisler Colleague at CaptrustRaleigh, North Carolina, United States View → MT Matt Taylor Matt Taylor Colleague at CaptrustOverland Park, Kansas, United States View → RK Rick Kovatch Rick Kovatch Colleague at CaptrustRaleigh, North Carolina, United States View → LD Logan Delmonico, Apma™ Logan Delmonico, Apma™ Colleague at CaptrustUnited States View → MA Mark Applegate Mark Applegate Colleague at CaptrustReston, Virginia, United States View → BR Beth Raymond, Cfp® Beth Raymond, Cfp® Colleague at CaptrustBoston, Massachusetts, United States View → TJ Terrell James Terrell James Colleague at CaptrustRaleigh, North Carolina, United States View → PK Patrick K. Marlatt Patrick K. Marlatt Colleague at CaptrustPittsburgh, Pennsylvania, United States View →
1 education record

Rick Shoff education

  • Lebanon Valley College
    Lebanon Valley College
    Business Administration
FAQ

Frequently asked questions about Rick Shoff

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

What company does Rick Shoff work for?

Rick Shoff works for CAPTRUST.

What is Rick Shoff's role at CAPTRUST?

Rick Shoff is listed as Managing Director at CAPTRUST at CAPTRUST.

What is Rick Shoff's email address?

AeroLeads has found 2 work email signals at @captrustadvisors.com for Rick Shoff at CAPTRUST.

What is Rick Shoff's phone number?

AeroLeads has found 5 phone signal(s) with area code 919, 215, 800 for Rick Shoff at CAPTRUST.

Where is Rick Shoff based?

Rick Shoff is based in Doylestown, Pennsylvania, United States while working with CAPTRUST.

What companies has Rick Shoff worked for?

Rick Shoff has worked for Captrust, Plan Advisory Services, Inc., and Noble Lowndes.

Who are Rick Shoff's colleagues at CAPTRUST?

Rick Shoff's colleagues at CAPTRUST include Louis Crosier, Christina Burroughs, Cfp®, Alexander Heisler, Matt Taylor, and Rick Kovatch.

How can I contact Rick Shoff?

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

What schools did Rick Shoff attend?

Rick Shoff holds Bachelor Of Science (B.S.), Business Administration from Lebanon Valley College.

What skills is Rick Shoff known for?

Rick Shoff is listed with skills including Investment Advisory, Pensions, Qualified Retirement Plans, Non Qualified Deferred Compensation, Practice Management, and Advisor Transition And Succession Planning.

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