Todd Jones , Cfp®, Aif® Email & Phone Number

Over the past 24 years at CAPTRUST, I’ve witnessed us grow from a small single advisory shop with a handful of folks into one of the largest independent investment advisory firms in the nation (with more than 1,700 teammates across 90 office locations advising on over $1 Trillion of assets). Our centralized "OneUP" organizational structure allows us to serve our clients, communities and colleagues as "One Unified Practice."We're a bit of a rarity within our industry. Unlike most brokerage & advisory firms across the country, we refuse to take a single penny of "sponsorship" dollars, "marketing support", travel subsidies, free lunches, or outright kickbacks from fund companies, recordkeepers, insurers or administrative providers. We refuse to be a part of under-the-table revenue sharing arrangements or tolerate "pay-to-play" schemes. We don’t hide behind fine print disclosures. We are fiduciaries (both in name & in practice). We’re a battle-tested & transparent advocate for our clients and we're 100% committed to their success. We help companies, organizations & universities provide leading-edge retirement & financial wellness programs to their employees, executives and faculty members. We provide prudent investment oversight & governance to non-profits, foundations & institutional endowments. We manage the financial affairs of business owners, executives, pro athletes & affluent families.I'm blessed to have one of the best jobs in the world. I get to help charities & non-profits expand their reach by growing their foundations & endowments. I get to help organizations manage their corporate retirement programs so their employees can retire both securely & early. I get to help families navigate tough times, grow their wealth & build their legacy.

Listed skills include Retirement Planning, Financial Advisory, Investments, Wealth Management, and 37 others.