CAPTRUST Welcomes Suncoast Prosperity Advisors to Expand Its Wealth Management Footprint CAPTRUST Financial Advisors has joined forces with Suncoast Prosperity Advisors, enhancing wealth management services and expanding its reach in Florida and North Carolina.

CAPTRUST Welcomes Suncoast Prosperity Advisors to Expand Its Wealth Management Footprint #United_States #Wealth_Management #Tampa #CAPTRUST #Suncoast

CAPTRUST Financial Advisors Expands with Alpha Cubed Investments Joining Forces CAPTRUST Financial Advisors has welcomed Alpha Cubed Investments to its team, enhancing its wealth management capabilities in Southern California. ACI will adopt the CAPTRUST brand.

CAPTRUST Financial Advisors Expands with Alpha Cubed Investments Joining Forces #USA #Wealth_Management #Orange_County #CAPTRUST #Alpha_Cubed_Investments

CAPTRUST Expands Its Presence in Kansas City with New Meritage Team Acquisition CAPTRUST is enhancing its Kansas City presence by integrating Meritage Portfolio Management, aiming for long-term growth and client support.

CAPTRUST Expands Its Presence in Kansas City with New Meritage Team Acquisition #USA #Kansas_City #CAPTRUST #Meritage

Insights from CAPTRUST's 2026 Financial Wellness Survey on Employee Stress CAPTRUST's latest survey unveils the extent of financial stress among employees, sharing insights to enhance workplace productivity and well-being.

Insights from CAPTRUST's 2026 Financial Wellness Survey on Employee Stress #United_States #Raleigh #Financial_Wellness #CAPTRUST #employee_stress

CAPTRUST Expands Upstate New York Presence with New Partnership CAPTRUST Financial Advisors has acquired Cobblestone Capital Advisors, enhancing its reach in Upstate New York with new resources and talent.

CAPTRUST Expands Upstate New York Presence with New Partnership #United_States #Rochester #Investment_Management #CAPTRUST #CobbleStone

CAPTRUST and Cleveland Clinic Unveil Innovative Wellness Initiative for Clients CAPTRUST Financial Advisors partners with Cleveland Clinic to create Wellness Advantage, integrating health plans with financial services for clients.

CAPTRUST and Cleveland Clinic Unveil Innovative Wellness Initiative for Clients #United_States #Cleveland_Clinic #Raleigh,_North_Carolina #CAPTRUST #Wellness_Advantage

Gonzaga University Achieves Recognition as 2025 Plan Sponsor of the Year Gonzaga University has been awarded the 2025 Plan Sponsor of the Year by PLANSPONSOR for its innovative retirement plans aimed at improving employee financial security.

Gonzaga University Achieves Recognition as 2025 Plan Sponsor of the Year #United_States #TIAA #CAPTRUST #Spokane #Gonzaga_University

CAPTRUST Appoints Mike Wunderli as New Head of M&A Strategies CAPTRUST Financial Advisors announces Mike Wunderli as the new head of mergers and acquisitions, steering strategic growth in the financial sector.

CAPTRUST Appoints Mike Wunderli as New Head of M&A Strategies #United_States #Raleigh,_North_Carolina #CAPTRUST #M&A #Mike_Wunderli

CAPTRUST Expands Its Influence with Carolinas Investment Consulting Integration CAPTRUST Financial Advisors has integrated Carolinas Investment Consulting, enhancing their market presence and investment services across the Carolinas.

CAPTRUST Expands Its Influence with Carolinas Investment Consulting Integration #United_States #Charlotte #CAPTRUST #Carolinas_Investment

CAPTRUST Financial Advisors Expands Its Reach in Houston with Wealth Covenant Group CAPTRUST enhances its client services by welcoming Wealth Covenant Group in Houston, adding expertise and resources to support their financial advisory services.

CAPTRUST Financial Advisors Expands Its Reach in Houston with Wealth Covenant Group #USA #Houston #CAPTRUST #Wealth_Covenant_Group

CAPTRUST Expands Its Presence with the Addition of Campbell Wealth Management and TruNorth Wealth Partners CAPTRUST Financial Advisors has welcomed Campbell Wealth Management and TruNorth Wealth Partners, significantly enhancing its financial services offerings and reach.

CAPTRUST Expands Its Presence with the Addition of Campbell Wealth Management and TruNorth Wealth Partners #United_States #Alexandria #CAPTRUST #Campbell_Wealth_Management #TruNorth_Wealth_Partners