www.captrust.com
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2620:12a:8000::1
Public Scan
Submitted URL: http://welchhornsby.com/sig/done/valex/cmd-login=9c8e23868b79cf1b07cefa2032c8cf7f/obylij3629f8qwnkhtftajbg.php
Effective URL: https://www.captrust.com/about-us/our-people/
Submission: On December 18 via api from US — Scanned from DE
Effective URL: https://www.captrust.com/about-us/our-people/
Submission: On December 18 via api from US — Scanned from DE
Form analysis
6 forms found in the DOMPOST https://www.captrust.com/locations/
<form action="https://www.captrust.com/locations/" method="POST" role="search" aria-label="search by locationn">
<div class="gform_wrapper">
<div class="gfield gfield--type-text">
<label for="location-search">City, state or ZIP</label>
<div class="ginput_container_select">
<input id="location-search" name="location_search" type="text">
</div>
</div>
<button class="btn-submit-blue">Go</button>
</div>
<input type="hidden" id="ct_bot_detector_event_token_3990" name="ct_bot_detector_event_token" value="2175a092d316e401ad7c6512513b4bbd1dbb9770fdf2c04a29f47c59d2dbec48"><input type="hidden" id="apbct_visible_fields_0" name="apbct_visible_fields"
value="eyIwIjp7InZpc2libGVfZmllbGRzIjoiIiwidmlzaWJsZV9maWVsZHNfY291bnQiOjAsImludmlzaWJsZV9maWVsZHMiOiJsb2NhdGlvbl9zZWFyY2ggY3RfYm90X2RldGVjdG9yX2V2ZW50X3Rva2VuIiwiaW52aXNpYmxlX2ZpZWxkc19jb3VudCI6Mn19">
</form>
GET https://www.captrust.com
<form role="search" class="header-search-bar" action="https://www.captrust.com" method="GET">
<label for="content-search">
<span class="screen-reader-text">Search for content</span>
</label>
<input id="content-search" class="input-search" type="text" name="s" placeholder="Enter your search term..." tabindex="0">
<button class="btn-submit-blue" type="submit" tabindex="0" aria-label="submit search">Go</button>
<div class="js-header-search-bar-close" tabindex="0" aria-label="close search dialog" role="button"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 13.24 13.24">
<path d="M.004.709L.71 0l12.537 12.537-.707.708z"></path>
<path d="M.004 12.531L12.54-.006l.707.708L.71 13.239z"></path>
</svg></div>
</form>
GET https://www.captrust.com/about-us/our-people/#people
<form id="advisor-search" action="https://www.captrust.com/about-us/our-people/#people" method="GET">
<div class="search-filter-tab active" data-tab-bar-item="Filter by Advisor Name">
<div class="gform_wrapper">
<div class="gfield gfield--type-text">
<label for="advisor_name">
<span class="screen-reader-text">Search for a person by name</span>
</label>
<input id="advisor_name" class="js-people-filter" name="advisor_name" type="text" value="" placeholder="Search by Advisor Name">
</div>
<button type="submit" class="btn-submit-blue">Go</button>
</div>
<div class="js-people-filter-reset link-style-chevron"><span class="chevron"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 7.06 12.71">
<polygon points=".71 12.71 0 12 5.65 6.35 0 .71 .71 0 7.06 6.35 .71 12.71"></polygon>
</svg></span>Remove Filter</div>
</div>
<div class="search-filter-tab" data-tab-bar-item="Filter by Location">
<div class="gform_wrapper">
<div class="gfield gfield--type-select has-value">
<label for="advisor_location">
<span class="screen-reader-text">Search for a person by location</span>
</label>
<div class="ginput_container_select">
<select id="advisor_location" class="js-people-filter" name="advisor_location">
<option value="all">All Locations</option>
<optgroup label="Alabama">
<option value="19299">Birmingham, AL</option>
<option value="19293">Montgomery, AL</option>
</optgroup>
<optgroup label="Arizona">
<option value="24865">Phoenix, AZ</option>
</optgroup>
<optgroup label="California">
<option value="2659">Carpinteria, CA</option>
<option value="26225">Folsom, CA</option>
<option value="28969">Lodi, CA</option>
<option value="22926">Pasadena, CA</option>
<option value="2693">Riverside, CA</option>
<option value="19684">Roseville, CA</option>
<option value="25135">Sacramento, CA</option>
<option value="2658">San Ramon, CA</option>
<option value="2675">Santa Barbara, CA</option>
<option value="2694">Westlake Village, CA</option>
</optgroup>
<optgroup label="Colorado">
<option value="32428">Fort Collins, CO</option>
<option value="29216">Greenwood Village, CO</option>
<option value="24315">Lone Tree, CO</option>
</optgroup>
<optgroup label="Connecticut">
<option value="2687">Greenwich, CT</option>
</optgroup>
<optgroup label="Delaware">
<option value="16072">Lewes, DE</option>
</optgroup>
<optgroup label="Florida">
<option value="2681">Lake Mary, FL</option>
<option value="28933">North Miami, FL</option>
<option value="2674">Tampa, FL</option>
</optgroup>
<optgroup label="Georgia">
<option value="31188">Albany, GA</option>
<option value="2656">Alpharetta, GA</option>
<option value="2695">Atlanta, GA</option>
<option value="27643">Peachtree City, GA</option>
<option value="27642">Stockbridge, GA</option>
</optgroup>
<optgroup label="Illinois">
<option value="29215">Chicago, IL</option>
</optgroup>
<optgroup label="Indiana">
<option value="22688">Chesterton, IN</option>
<option value="39519">Indianapolis, IN</option>
</optgroup>
<optgroup label="Iowa">
<option value="2688">West Des Moines, IA</option>
</optgroup>
<optgroup label="Kansas">
<option value="31170">Leawood, KS</option>
<option value="31185">Wichita, KS</option>
</optgroup>
<optgroup label="Kentucky">
<option value="25504">Lexington, KY</option>
</optgroup>
<optgroup label="Louisiana">
<option value="33669">New Orleans (601 Poydras Street)</option>
<option value="30102">New Orleans, LA</option>
</optgroup>
<optgroup label="Maine">
<option value="44365">Portland, ME</option>
</optgroup>
<optgroup label="Maryland">
<option value="23413">Columbia, MD</option>
</optgroup>
<optgroup label="Massachusetts">
<option value="17629">Boston, MA</option>
<option value="44347">Boston, MA (State Street)</option>
<option value="44358">Centerville, MA</option>
<option value="31487">Foxborough, MA</option>
<option value="32419">Newton, MA</option>
</optgroup>
<optgroup label="Michigan">
<option value="2680">Clarkston, MI</option>
<option value="23579">Grand Rapids, MI</option>
<option value="23580">Southfield, MI</option>
</optgroup>
<optgroup label="Minnesota">
<option value="2671">Minneapolis, MN</option>
<option value="32422">Minnetonka, MN</option>
<option value="24893">Wayzata, MN</option>
</optgroup>
<optgroup label="Mississippi">
<option value="2676">Jackson, MS</option>
</optgroup>
<optgroup label="Missouri">
<option value="31182">Chesterfield, MO</option>
<option value="2690">Columbia, MO</option>
</optgroup>
<optgroup label="Nebraska">
<option value="31179">Omaha, NE</option>
</optgroup>
<optgroup label="Nevada">
<option value="25156">Las Vegas, NV</option>
</optgroup>
<optgroup label="New Jersey">
<option value="30118">Warren, NJ</option>
</optgroup>
<optgroup label="New York">
<option value="2662">Lake Success, NY</option>
<option value="25502">New York, NY</option>
</optgroup>
<optgroup label="North Carolina">
<option value="2691">Charlotte, NC</option>
<option value="2663">Greensboro, NC</option>
<option value="2683">Raleigh, NC</option>
<option value="40054">Sanford, NC</option>
<option value="18770">Wilmington, NC</option>
</optgroup>
<optgroup label="Ohio">
<option value="2696">Akron, OH</option>
<option value="2673">Dayton, OH</option>
<option value="9431">Uniontown, OH</option>
<option value="2672">West Chester Township, OH</option>
</optgroup>
<optgroup label="Oklahoma">
<option value="29171">Oklahoma City, OK</option>
</optgroup>
<optgroup label="Pennsylvania">
<option value="2665">Allentown, PA</option>
<option value="9432">Bethlehem, PA</option>
<option value="2679">Doylestown, PA</option>
<option value="25073">Greensburg, PA</option>
<option value="25071">Pittsburgh, PA</option>
</optgroup>
<optgroup label="South Carolina">
<option value="28056">Greenville, SC</option>
</optgroup>
<optgroup label="Tennessee">
<option value="2655">Brentwood, TN</option>
<option value="30098">Nashville, TN</option>
</optgroup>
<optgroup label="Texas">
<option value="16651">Austin, TX</option>
<option value="29184">Boerne, TX</option>
<option value="16653">Corpus Christi, TX</option>
<option value="33700">Dallas, TX (LBJ Freeway)</option>
<option value="2689">Dallas, TX (Sherry Lane)</option>
<option value="32599">Fort Worth, TX</option>
<option value="32229">Houston, TX</option>
<option value="16650">San Antonio, TX</option>
<option value="29159">San Antonio, TX (N Loop 1604 W #116)</option>
<option value="33697">San Antonio, TX (N Loop 1604 W #260)</option>
<option value="41295">The Woodlands, TX</option>
</optgroup>
<optgroup label="Utah">
<option value="2666">Draper, UT</option>
</optgroup>
<optgroup label="Virginia">
<option value="2657">Harrisonburg, VA</option>
<option value="2667">Lexington, VA</option>
<option value="2668">Lynchburg, VA</option>
<option value="2682">Richmond, VA</option>
<option value="2664">Roanoke, VA</option>
</optgroup>
<optgroup label="Washington">
<option value="40932">Bellevue, WA</option>
<option value="32403">Wenatchee, WA</option>
</optgroup>
<optgroup label="Washington, DC">
<option value="2661">Washington, DC</option>
</optgroup>
</select>
</div>
</div>
</div>
<div class="js-people-filter-reset link-style-chevron"><span class="chevron"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 7.06 12.71">
<polygon points=".71 12.71 0 12 5.65 6.35 0 .71 .71 0 7.06 6.35 .71 12.71"></polygon>
</svg></span>Remove Filter</div>
</div>
<div class="search-filter-tab" data-tab-bar-item="Filter by Client Type">
<div class="gform_wrapper">
<div class="gfield gfield--type-select has-value">
<label for="advisor_type">
<span class="screen-reader-text">Search for a person by client type</span>
</label>
<div class="ginput_container_select">
<select id="advisor_type" class="js-people-filter" name="advisor_type">
<option value="all">All Client Types</option>
<option value="78">Endowment & Foundation Leaders</option>
<option value="79">Individuals & Families</option>
<option value="80">Retirement Plan Sponsors</option>
</select>
</div>
</div>
</div>
<div class="js-people-filter-reset link-style-chevron"><span class="chevron"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 7.06 12.71">
<polygon points=".71 12.71 0 12 5.65 6.35 0 .71 .71 0 7.06 6.35 .71 12.71"></polygon>
</svg></span>Remove Filter</div>
</div>
<input id="js-advisor-filter-tab" name="advisor_tab" type="hidden" value="0">
</form>
POST /about-us/our-people/#gf_3
<form method="post" enctype="multipart/form-data" target="gform_ajax_frame_3" id="gform_3" action="/about-us/our-people/#gf_3" data-formid="3" novalidate="">
<div id="gf_page_steps_3" class="gf_page_steps">
<div id="gf_step_3_1" class="gf_step gf_step_active gf_step_first"><span class="gf_step_number">1</span><span class="gf_step_label"></span></div>
<div id="gf_step_3_2" class="gf_step gf_step_next gf_step_pending"><span class="gf_step_number">2</span><span class="gf_step_label"></span></div>
<div id="gf_step_3_3" class="gf_step gf_step_last gf_step_pending"><span class="gf_step_number">3</span><span class="gf_step_label"></span></div>
</div>
<div class="gform-body gform_body">
<div id="gform_page_3_1" class="gform_page " data-js="page-field-id-0">
<div class="gform_page_fields">
<div id="gform_fields_3" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_3_1"
class="gfield gfield--type-radio gfield--type-choice gfield--input-type-radio style-button gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_3_1">
<legend class="gfield_label gform-field-label">Tell us about yourself.<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_3_1">
<div class="gchoice gchoice_3_1_0">
<input class="gfield-choice-input" name="input_1" type="radio" value="individuals" id="choice_3_1_0" onchange="gformToggleRadioOther( this )">
<label for="choice_3_1_0" id="label_3_1_0" class="gform-field-label gform-field-label--type-inline">I’m an Individual Investor</label>
</div>
<div class="gchoice gchoice_3_1_1">
<input class="gfield-choice-input" name="input_1" type="radio" value="retirement" id="choice_3_1_1" onchange="gformToggleRadioOther( this )">
<label for="choice_3_1_1" id="label_3_1_1" class="gform-field-label gform-field-label--type-inline">I’m a Retirement Plan Sponsor</label>
</div>
<div class="gchoice gchoice_3_1_2">
<input class="gfield-choice-input" name="input_1" type="radio" value="endowments" id="choice_3_1_2" onchange="gformToggleRadioOther( this )">
<label for="choice_3_1_2" id="label_3_1_2" class="gform-field-label gform-field-label--type-inline">I’m an Endowment or Foundation Leader</label>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<div class="gform-page-footer gform_page_footer top_label">
<input type="button" id="gform_next_button_3_2" class="gform_next_button gform-theme-button button" onclick="gform.submission.handleButtonClick(this);" value="Continue">
</div>
</div>
<div id="gform_page_3_2" class="gform_page" data-js="page-field-id-2" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_3_2" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_3_3"
class="gfield gfield--type-radio gfield--type-choice gfield--input-type-radio gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_3_3" data-conditional-logic="hidden" style="display: none;">
<legend class="gfield_label gform-field-label">Please self identify further:<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_3_3">
<div class="gchoice gchoice_3_3_0">
<input class="gfield-choice-input" name="input_3" type="radio" value="individual" id="choice_3_3_0" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_3_0" id="label_3_3_0" class="gform-field-label gform-field-label--type-inline">Individual Investor</label>
</div>
<div class="gchoice gchoice_3_3_1">
<input class="gfield-choice-input" name="input_3" type="radio" value="executive" id="choice_3_3_1" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_3_1" id="label_3_3_1" class="gform-field-label gform-field-label--type-inline">Executive or Business Owner</label>
</div>
<div class="gchoice gchoice_3_3_2">
<input class="gfield-choice-input" name="input_3" type="radio" value="family" id="choice_3_3_2" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_3_2" id="label_3_3_2" class="gform-field-label gform-field-label--type-inline">Family with Complex Needs</label>
</div>
<div class="gchoice gchoice_3_3_3">
<input class="gfield-choice-input" name="input_3" type="radio" value="athlete" id="choice_3_3_3" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_3_3" id="label_3_3_3" class="gform-field-label gform-field-label--type-inline">Professional Athlete</label>
</div>
</div>
</div>
</fieldset>
<fieldset id="field_3_4"
class="gfield gfield--type-radio gfield--type-choice gfield--input-type-radio gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_3_4" data-conditional-logic="hidden" style="display: none;">
<legend class="gfield_label gform-field-label">Please self identify further:<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_3_4">
<div class="gchoice gchoice_3_4_0">
<input class="gfield-choice-input" name="input_4" type="radio" value="corporations" id="choice_3_4_0" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_4_0" id="label_3_4_0" class="gform-field-label gform-field-label--type-inline">Corporations</label>
</div>
<div class="gchoice gchoice_3_4_1">
<input class="gfield-choice-input" name="input_4" type="radio" value="education" id="choice_3_4_1" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_4_1" id="label_3_4_1" class="gform-field-label gform-field-label--type-inline">Education Institutions</label>
</div>
<div class="gchoice gchoice_3_4_2">
<input class="gfield-choice-input" name="input_4" type="radio" value="healthcare" id="choice_3_4_2" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_4_2" id="label_3_4_2" class="gform-field-label gform-field-label--type-inline">Healthcare Organizations</label>
</div>
<div class="gchoice gchoice_3_4_3">
<input class="gfield-choice-input" name="input_4" type="radio" value="nonprofits" id="choice_3_4_3" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_4_3" id="label_3_4_3" class="gform-field-label gform-field-label--type-inline">Nonprofits</label>
</div>
<div class="gchoice gchoice_3_4_4">
<input class="gfield-choice-input" name="input_4" type="radio" value="government" id="choice_3_4_4" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_4_4" id="label_3_4_4" class="gform-field-label gform-field-label--type-inline">Government Entities</label>
</div>
</div>
</div>
</fieldset>
<fieldset id="field_3_5"
class="gfield gfield--type-radio gfield--type-choice gfield--input-type-radio gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_3_5" data-conditional-logic="hidden" style="display: none;">
<legend class="gfield_label gform-field-label">Please self identify further:<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_3_5">
<div class="gchoice gchoice_3_5_0">
<input class="gfield-choice-input" name="input_5" type="radio" value="healthcare" id="choice_3_5_0" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_5_0" id="label_3_5_0" class="gform-field-label gform-field-label--type-inline">Healthcare & Educational Services</label>
</div>
<div class="gchoice gchoice_3_5_1">
<input class="gfield-choice-input" name="input_5" type="radio" value="community" id="choice_3_5_1" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_5_1" id="label_3_5_1" class="gform-field-label gform-field-label--type-inline">Community & Private Foundations</label>
</div>
<div class="gchoice gchoice_3_5_2">
<input class="gfield-choice-input" name="input_5" type="radio" value="religious" id="choice_3_5_2" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_5_2" id="label_3_5_2" class="gform-field-label gform-field-label--type-inline">Religious Services</label>
</div>
<div class="gchoice gchoice_3_5_3">
<input class="gfield-choice-input" name="input_5" type="radio" value="membership" id="choice_3_5_3" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_5_3" id="label_3_5_3" class="gform-field-label gform-field-label--type-inline">Membership Organizations</label>
</div>
<div class="gchoice gchoice_3_5_4">
<input class="gfield-choice-input" name="input_5" type="radio" value="cultural" id="choice_3_5_4" onchange="gformToggleRadioOther( this )" disabled="disabled">
<label for="choice_3_5_4" id="label_3_5_4" class="gform-field-label gform-field-label--type-inline">Cultural & Social Services Organizations</label>
</div>
</div>
</div>
</fieldset>
</div>
</div>
<div class="gform-page-footer gform_page_footer top_label">
<input type="button" id="gform_previous_button_3_6" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" onclick="gform.submission.handleButtonClick(this);" value="Go Back"> <input type="button"
id="gform_next_button_3_6" class="gform_next_button gform-theme-button button" onclick="gform.submission.handleButtonClick(this);" value="Continue">
</div>
</div>
<div id="gform_page_3_3" class="gform_page" data-js="page-field-id-6" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_3_3" class="gform_fields top_label form_sublabel_below description_below validation_below">
<div id="field_3_7" class="gfield gfield--type-text gfield--input-type-text gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_3_7"><label class="gfield_label gform-field-label" for="input_3_7">First Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_7" id="input_3_7" type="text" value="" class="large" aria-required="true" aria-invalid="false"></div>
</div>
<div id="field_3_8" class="gfield gfield--type-text gfield--input-type-text gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_3_8"><label class="gfield_label gform-field-label" for="input_3_8">Last Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_8" id="input_3_8" type="text" value="" class="large" aria-required="true" aria-invalid="false"></div>
</div>
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<div class="ginput_container ginput_container_email">
<input name="input_9" id="input_3_9" type="email" value="" class="large" aria-required="true" aria-invalid="false">
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<div class="ginput_container ginput_container_text"><input name="input_11" id="input_3_11" type="text" value="" class="large" aria-required="true" aria-invalid="false"></div>
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<div id="field_3_12"
class="gfield gfield--type-select gfield--input-type-select gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_3_12"><label class="gfield_label gform-field-label" for="input_3_12">State<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_12" id="input_3_12" class="large gfield_select" aria-required="true" aria-invalid="false">
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<option value="Alabama">Alabama</option>
<option value="Alaska">Alaska</option>
<option value="American Samoa">American Samoa</option>
<option value="Arizona">Arizona</option>
<option value="Arkansas">Arkansas</option>
<option value="California">California</option>
<option value="Colorado">Colorado</option>
<option value="Connecticut">Connecticut</option>
<option value="Delaware">Delaware</option>
<option value="Florida">Florida</option>
<option value="Georgia">Georgia</option>
<option value="Guam">Guam</option>
<option value="Hawaii">Hawaii</option>
<option value="Idaho">Idaho</option>
<option value="Illinois">Illinois</option>
<option value="Indiana">Indiana</option>
<option value="Iowa">Iowa</option>
<option value="Kansas">Kansas</option>
<option value="Kentucky">Kentucky</option>
<option value="Louisiana">Louisiana</option>
<option value="Maine">Maine</option>
<option value="Maryland">Maryland</option>
<option value="Massachusetts">Massachusetts</option>
<option value="Michigan">Michigan</option>
<option value="Minnesota">Minnesota</option>
<option value="Mississippi">Mississippi</option>
<option value="Missouri">Missouri</option>
<option value="Montana">Montana</option>
<option value="Nebraska">Nebraska</option>
<option value="Nevada">Nevada</option>
<option value="New Hampshire">New Hampshire</option>
<option value="New Jersey">New Jersey</option>
<option value="New Mexico">New Mexico</option>
<option value="New York">New York</option>
<option value="North Carolina">North Carolina</option>
<option value="North Dakota">North Dakota</option>
<option value="Northern Mariana Islands">Northern Mariana Islands</option>
<option value="Ohio">Ohio</option>
<option value="Oklahoma">Oklahoma</option>
<option value="Oregon">Oregon</option>
<option value="Pennsylvania">Pennsylvania</option>
<option value="Puerto Rico">Puerto Rico</option>
<option value="Rhode Island">Rhode Island</option>
<option value="South Carolina">South Carolina</option>
<option value="South Dakota">South Dakota</option>
<option value="Tennessee">Tennessee</option>
<option value="Texas">Texas</option>
<option value="Utah">Utah</option>
<option value="U.S. Virgin Islands">U.S. Virgin Islands</option>
<option value="Vermont">Vermont</option>
<option value="Virginia">Virginia</option>
<option value="Washington">Washington</option>
<option value="Washington, DC">Washington, DC</option>
<option value="West Virginia">West Virginia</option>
<option value="Wisconsin">Wisconsin</option>
<option value="Wyoming">Wyoming</option>
<option value="Armed Forces Americas">Armed Forces Americas</option>
<option value="Armed Forces Europe">Armed Forces Europe</option>
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<option value=""></option>
<option value="Search engine results">Search engine results</option>
<option value="Email from CAPTRUST">Email from CAPTRUST</option>
<option value="Webinar">Webinar</option>
<option value="Social Media">Social Media</option>
<option value="Referral from a friend">Referral from a friend</option>
<option value="Print or online ad">Print or online ad</option>
<option value="VESTED Magazine">VESTED Magazine</option>
<option value="Podcast">Podcast</option>
<option value="Other">Other</option>
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<legend class="gfield_label gform-field-label gfield_label_before_complex">Please estimate your investable assets. (Including 401K and employment retirement package)<span class="gfield_required"><span
class="gfield_required gfield_required_asterisk">*</span></span></legend>
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<div class="gfield_checkbox " id="input_3_24">
<div class="gchoice gchoice_3_24_1">
<input class="gfield-choice-input" name="input_24.1" type="checkbox" value="<$1 Million" id="choice_3_24_1">
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<input class="gfield-choice-input" name="input_24.3" type="checkbox" value="$5 - $10 Million" id="choice_3_24_3">
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<legend class="gfield_label gform-field-label">Do you currently have a financial advisor?<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
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<div class="ginput_container ginput_container_textarea"><textarea name="input_15" id="input_3_15" class="textarea large" aria-required="true" aria-invalid="false" rows="10" cols="50"></textarea></div>
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<input type="hidden" class="gform_hidden" name="gform_unique_id" value="">
<input type="hidden" class="gform_hidden" name="state_3"
value="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">
<input type="hidden" autocomplete="off" class="gform_hidden" name="gform_target_page_number_3" id="gform_target_page_number_3" value="2">
<input type="hidden" autocomplete="off" class="gform_hidden" name="gform_source_page_number_3" id="gform_source_page_number_3" value="1">
<input type="hidden" name="gform_field_values" value="">
</div>
</div>
</div>
<input type="hidden" id="ct_checkjs_9872ed9fc22fc182d371c3e9ed316094" name="ct_checkjs" value="2ace1108567a1859ade37fb9dbbb71620c81dfdf2cd73b3bdbb62e5965a909e7"><label class="apbct_special_field" id="apbct_label_id65464"
for="apbct__email_id__gravity_form_65464">65464</label><input id="apbct__email_id__gravity_form_65464" class="apbct_special_field apbct__email_id__gravity_form" name="apbct__email_id__gravity_form_65464" type="text" size="30" maxlength="200"
autocomplete="off" value="65464" apbct_event_id="65464"><input id="apbct_event_id_gravity_form_65464" class="apbct_special_field" name="apbct_event_id" type="hidden" value="65464"><input type="hidden" name="ct_multipage_form" value="yes"><input
type="hidden" id="ct_bot_detector_event_token_9013" name="ct_bot_detector_event_token" value="2175a092d316e401ad7c6512513b4bbd1dbb9770fdf2c04a29f47c59d2dbec48"><input type="hidden" id="apbct_visible_fields_3" name="apbct_visible_fields"
value="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">
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POST /about-us/our-people/#gf_2
<form method="post" enctype="multipart/form-data" target="gform_ajax_frame_2" id="gform_2" action="/about-us/our-people/#gf_2" data-formid="2" novalidate="" aria-label="contact us">
<div class="gform-body gform_body">
<div id="gform_fields_2" class="gform_fields top_label form_sublabel_below description_below validation_below">
<div id="field_2_10" class="gfield gfield--type-text gfield--input-type-text gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_2_10"><label class="gfield_label gform-field-label" for="input_2_10">First Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_10" id="input_2_10" type="text" value="" class="large" aria-required="true" aria-invalid="false"></div>
</div>
<div id="field_2_11" class="gfield gfield--type-text gfield--input-type-text gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_2_11"><label class="gfield_label gform-field-label" for="input_2_11">Last Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_11" id="input_2_11" type="text" value="" class="large" aria-required="true" aria-invalid="false"></div>
</div>
<div id="field_2_3" class="gfield gfield--type-email gfield--input-type-email gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_2_3"><label class="gfield_label gform-field-label" for="input_2_3">Email Address<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_email">
<input name="input_3" id="input_2_3" type="email" value="" class="large" aria-required="true" aria-invalid="false">
</div>
</div>
<div id="field_2_4" class="gfield gfield--type-phone gfield--input-type-phone gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_2_4"><label class="gfield_label gform-field-label" for="input_2_4">Phone Number<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_phone"><input name="input_4" id="input_2_4" type="tel" value="" class="large" aria-required="true" aria-invalid="false"></div>
</div>
<div id="field_2_5" class="gfield gfield--type-text gfield--input-type-text gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_2_5"><label class="gfield_label gform-field-label" for="input_2_5">City<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_5" id="input_2_5" type="text" value="" class="large" aria-required="true" aria-invalid="false"></div>
</div>
<div id="field_2_6" class="gfield gfield--type-select gfield--input-type-select gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_2_6"><label class="gfield_label gform-field-label" for="input_2_6">State<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_6" id="input_2_6" class="large gfield_select" aria-required="true" aria-invalid="false">
<option value=""></option>
<option value="Alabama">Alabama</option>
<option value="Alaska">Alaska</option>
<option value="Arizona">Arizona</option>
<option value="Arkansas">Arkansas</option>
<option value="California">California</option>
<option value="Colorado">Colorado</option>
<option value="Connecticut">Connecticut</option>
<option value="Delaware">Delaware</option>
<option value="Florida">Florida</option>
<option value="Georgia">Georgia</option>
<option value="Hawaii">Hawaii</option>
<option value="Idaho">Idaho</option>
<option value="Illinois">Illinois</option>
<option value="Indiana">Indiana</option>
<option value="Iowa">Iowa</option>
<option value="Kansas">Kansas</option>
<option value="Kentucky">Kentucky</option>
<option value="Louisiana">Louisiana</option>
<option value="Maine">Maine</option>
<option value="Maryland">Maryland</option>
<option value="Massachusetts">Massachusetts</option>
<option value="Michigan">Michigan</option>
<option value="Minnesota">Minnesota</option>
<option value="Mississippi">Mississippi</option>
<option value="Missouri">Missouri</option>
<option value="Montana">Montana</option>
<option value="Nebraska">Nebraska</option>
<option value="Nevada">Nevada</option>
<option value="New Hampshire">New Hampshire</option>
<option value="New Jersey">New Jersey</option>
<option value="New Mexico">New Mexico</option>
<option value="New York">New York</option>
<option value="North Carolina">North Carolina</option>
<option value="North Dakota">North Dakota</option>
<option value="Ohio">Ohio</option>
<option value="Oklahoma">Oklahoma</option>
<option value="Oregon">Oregon</option>
<option value="Pennsylvania">Pennsylvania</option>
<option value="Rhode Island">Rhode Island</option>
<option value="South Carolina">South Carolina</option>
<option value="South Dakota">South Dakota</option>
<option value="Tennessee">Tennessee</option>
<option value="Texas">Texas</option>
<option value="Utah">Utah</option>
<option value="Vermont">Vermont</option>
<option value="Virginia">Virginia</option>
<option value="Washington">Washington</option>
<option value="Washington, DC">Washington, DC</option>
<option value="West Virginia">West Virginia</option>
<option value="Wisconsin">Wisconsin</option>
<option value="Wyoming">Wyoming</option>
</select></div>
</div>
<div id="field_2_7" class="gfield gfield--type-select gfield--input-type-select gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_2_7"><label class="gfield_label gform-field-label" for="input_2_7">Relationship to CAPTRUST<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_7" id="input_2_7" class="large gfield_select" aria-required="true" aria-invalid="false">
<option value=""></option>
<option value="Retirement plan participant of a CAPTRUST client">Retirement plan participant of a CAPTRUST client</option>
<option value="CAPTRUST Client">CAPTRUST Client</option>
<option value="Non-CAPTRUST Client">Non-CAPTRUST Client</option>
<option value="Other">Other</option>
</select></div>
</div>
<div id="field_2_8" class="gfield gfield--type-select gfield--input-type-select gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_2_8"><label class="gfield_label gform-field-label" for="input_2_8">How did you hear about us?<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_8" id="input_2_8" class="large gfield_select" aria-required="true" aria-invalid="false">
<option value=""></option>
<option value="Search engine results">Search engine results</option>
<option value="Email from CAPTRUST">Email from CAPTRUST</option>
<option value="Webinar">Webinar</option>
<option value="Social Media">Social Media</option>
<option value="Referral from a friend">Referral from a friend</option>
<option value="Print or online ad">Print or online ad</option>
<option value="VESTED Magazine">VESTED Magazine</option>
<option value="Podcast">Podcast</option>
<option value="Other">Other</option>
</select></div>
</div>
<fieldset id="field_2_14"
class="gfield gfield--type-checkbox gfield--type-choice gfield--input-type-checkbox gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_2_14">
<legend class="gfield_label gform-field-label gfield_label_before_complex">Please estimate your investable assets. (Including 401K and employment retirement package)<span class="gfield_required"><span
class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_checkbox">
<div class="gfield_checkbox " id="input_2_14">
<div class="gchoice gchoice_2_14_1">
<input class="gfield-choice-input" name="input_14.1" type="checkbox" value="<$1 Million" id="choice_2_14_1">
<label for="choice_2_14_1" id="label_2_14_1" class="gform-field-label gform-field-label--type-inline"><$1 Million</label>
</div>
<div class="gchoice gchoice_2_14_2">
<input class="gfield-choice-input" name="input_14.2" type="checkbox" value="$1 - $5 Million" id="choice_2_14_2">
<label for="choice_2_14_2" id="label_2_14_2" class="gform-field-label gform-field-label--type-inline">$1 - $5 Million</label>
</div>
<div class="gchoice gchoice_2_14_3">
<input class="gfield-choice-input" name="input_14.3" type="checkbox" value="$5 - $10 Million" id="choice_2_14_3">
<label for="choice_2_14_3" id="label_2_14_3" class="gform-field-label gform-field-label--type-inline">$5 - $10 Million</label>
</div>
<div class="gchoice gchoice_2_14_4">
<input class="gfield-choice-input" name="input_14.4" type="checkbox" value="$10 - $20 Million" id="choice_2_14_4">
<label for="choice_2_14_4" id="label_2_14_4" class="gform-field-label gform-field-label--type-inline">$10 - $20 Million</label>
</div>
<div class="gchoice gchoice_2_14_5">
<input class="gfield-choice-input" name="input_14.5" type="checkbox" value=">$20 Million" id="choice_2_14_5">
<label for="choice_2_14_5" id="label_2_14_5" class="gform-field-label gform-field-label--type-inline">>$20 Million</label>
</div>
</div>
</div>
</fieldset>
<fieldset id="field_2_15"
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Financial Advisors Leadership Team Board of Directors Select an option Financial Advisors Leadership Team Board of Directors FIND A FINANCIAL ADVISOR Filter by Advisor Name Filter by Location Filter by Client Type Select an option Filter by Advisor Name Filter by Location Filter by Client Type Search for a person by name Go Remove Filter Search for a person by location All Locations Birmingham, AL Montgomery, AL Phoenix, AZ Carpinteria, CA Folsom, CA Lodi, CA Pasadena, CA Riverside, CA Roseville, CA Sacramento, CA San Ramon, CA Santa Barbara, CA Westlake Village, CA Fort Collins, CO Greenwood Village, CO Lone Tree, CO Greenwich, CT Lewes, DE Lake Mary, FL North Miami, FL Tampa, FL Albany, GA Alpharetta, GA Atlanta, GA Peachtree City, GA Stockbridge, GA Chicago, IL Chesterton, IN Indianapolis, IN West Des Moines, IA Leawood, KS Wichita, KS Lexington, KY New Orleans (601 Poydras Street) New Orleans, LA Portland, ME Columbia, MD Boston, MA Boston, MA (State Street) Centerville, MA Foxborough, MA Newton, MA Clarkston, MI Grand Rapids, MI Southfield, MI Minneapolis, MN Minnetonka, MN Wayzata, MN Jackson, MS Chesterfield, MO Columbia, MO Omaha, NE Las Vegas, NV Warren, NJ Lake Success, NY New York, NY Charlotte, NC Greensboro, NC Raleigh, NC Sanford, NC Wilmington, NC Akron, OH Dayton, OH Uniontown, OH West Chester Township, OH Oklahoma City, OK Allentown, PA Bethlehem, PA Doylestown, PA Greensburg, PA Pittsburgh, PA Greenville, SC Brentwood, TN Nashville, TN Austin, TX Boerne, TX Corpus Christi, TX Dallas, TX (LBJ Freeway) Dallas, TX (Sherry Lane) Fort Worth, TX Houston, TX San Antonio, TX San Antonio, TX (N Loop 1604 W #116) San Antonio, TX (N Loop 1604 W #260) The Woodlands, TX Draper, UT Harrisonburg, VA Lexington, VA Lynchburg, VA Richmond, VA Roanoke, VA Bellevue, WA Wenatchee, WA Washington, DC Remove Filter Search for a person by client type All Client Types Endowment & Foundation Leaders Individuals & Families Retirement Plan Sponsors Remove Filter WALTER E. ABELE Senior Financial Advisor View Profile BRANDON C. ABER Financial Advisor View Profile AARON ADCOCK Vice President, Financial Advisor View Profile JEFFERSON ADCOCK Principal, Financial Advisor View Profile R. RYAN ADKERSON Vice President, Financial Advisor View Profile DAVID AKRIGHT Senior Vice President, Financial Advisor View Profile EARLE ALLEN Principal, Financial Advisor View Profile WILLIAM ALTAVILLA Principal, Financial Advisor View Profile JEREMY ALTFEDER Senior Vice President | Financial Advisor View Profile MICHAEL C. AMBERGER Senior Vice President, Financial Advisor View Profile TROY W. ANDERSON Vice President, Financial Advisor View Profile PHILLIP C. ANDERSON Principal, Financial Advisor View Profile JARED ANDERSON Senior Vice President, Financial Advisor View Profile JENNIFER ARPS Director, Tax and Client Advisor View Profile PETER ASHBY Vice President, Financial Advisor View Profile POSTS PAGINATION 1 2 3 … 44 To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That's the way we’ve structured our firm and grown it over the years—by working to understand what people want and need. J. Fielding Miller Chief Executive Officer, Co-Founder ERIC W. BAILEY Principal, Head of Endowments & Foundations View Profile FRANK BUB Senior Director, Head of Wealth Management Consulting View Profile DENISE BUCHANAN Senior Director, Compliance View Profile KATHY DEL CORSO-CHASE Senior Director, Integration Team, Human Resources View Profile NICK DECENSO Senior Director, Wealth Management Solutions View Profile KAREN DENISE Senior Director, Head, Wealth Client Service View Profile LORI DILLINGHAM Senior Director, Vendor Analysis and Plan Consulting View Profile JENNIFER DOSS Senior Director, Defined Contribution Practice Leader View Profile MARY EARLS Senior Director, Finance View Profile MARK FRANCHER Chief Human Resources Officer View Profile BEN GOLDSTEIN President View Profile MARC HERMER Senior Director, Portfolio Trading and Implementation View Profile DAVID HOOD Senior Director, Investment Research View Profile WILSON S. HOYLE III Managing Director, Head of the Advisor Group View Profile MICHAEL E. HUDSON Principal, Head of Retirement Plan Consulting View Profile MARGARET JAROCKI Senior Director, Integrations View Profile SAM KIRBY Senior Director, Investment Strategist View Profile ANN LEDDY Chief Compliance Officer View Profile CHRISTIAN LEDOUX Senior Director, Individual Securities Management View Profile JOHN LEISSNER Senior Director, Head, Institutional Client Service and Operations View Profile CHRISTINA MARKELL-BALLEZA General Counsel, Managing Director View Profile TIM MARTIN Senior Director, M&A Finance View Profile SCOTT T. MATHESON Managing Director, Client Solutions View Profile JON MEYER Chief Technology Officer View Profile GREG MIDDLETON Senior Director, Marketing View Profile J. FIELDING MILLER Chairman and Chief Executive Officer View Profile ROBERT MILLER Chief Financial Officer, Corporate Services View Profile HEATHER SHANAHAN Senior Director, Endowments & Foundations View Profile RICK SHOFF Managing Director, Advisor Group View Profile JAMES F. STAFFORD Senior Director, Corporate Real Estate and Facilities View Profile JAMES STENSTROM Senior Director, Institutional Portfolios View Profile JASON STEPHENS Senior Director, Nonqualified Executive Benefits Practice Leader View Profile MIKE STROTHER Senior Director, Advisor Group View Profile JAMES UNDERWOOD Senior Director, Portfolio Management View Profile GRANT VERHAEGHE Senior Director, Institutional Portfolios Practice Leader View Profile MICHAEL J. VOGELZANG Managing Director, Chief Investment Officer View Profile DAVID WAHLEN Senior Manager, Strategic Growth View Profile EDWARD V. WELCH, JR. Managing Director, Head of Wealth Management View Profile CHRISTOPHER WHITLOW Senior Director, Head of CAPTRUST at Work View Profile To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That's the way we’ve structured our firm and grown it over the years—by working to understand what people want and need. J. Fielding Miller Chief Executive Officer, Co-Founder JIM BURR Co-head of Financial Services, Carlyle View Profile BEN GOLDSTEIN President View Profile MICHAEL S. HOLLANDER Managing Director, GTCR View Profile WILSON S. HOYLE III Managing Director, Head of the Advisor Group View Profile CHRISTINA MARKELL-BALLEZA General Counsel, Managing Director View Profile KJ MCCONNELL Managing Director, GTCR View Profile J. FIELDING MILLER Chairman and Chief Executive Officer View Profile JOHN REDETT Chief Financial Officer and Head of Corporate Strategy, Carlyle View Profile COLLIN E. ROCHE Co-CEO, GTCR View Profile DASHA SMITH Executive Vice President and Chief Administrative Officer, National Football League View Profile ROB SOLOMON Founder and Chief Strategist, Bulldog Solutions, Inc. View Profile MARK S. WILSON Past Chairman, Kimley-Horn View Profile TALK TO AN EXPERT "*" indicates required fields 1 2 3 Tell us about yourself.* I’m an Individual Investor I’m a Retirement Plan Sponsor I’m an Endowment or Foundation Leader Please self identify further:* Individual Investor Executive or Business Owner Family with Complex Needs Professional Athlete Please self identify further:* Corporations Education Institutions Healthcare Organizations Nonprofits Government Entities Please self identify further:* Healthcare & Educational Services Community & Private Foundations Religious Services Membership Organizations Cultural & Social Services Organizations First Name* Last Name* Email Address* Phone Number* City* State* AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWashington, DCWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific Relationship to CAPTRUST* Retirement plan participant of a CAPTRUST clientCAPTRUST ClientNon-CAPTRUST ClientOther How did you hear about us?* Search engine resultsEmail from CAPTRUSTWebinarSocial MediaReferral from a friendPrint or online adVESTED MagazinePodcastOther Please estimate your investable assets. 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(Including 401K and employment retirement package)* <$1 Million $1 - $5 Million $5 - $10 Million $10 - $20 Million >$20 Million Do you currently have a financial advisor?* Yes No Message* *Please do not submit any account numbers or statements in this form. 86972 COMPANY * About Us * Contact Us * Locations * Media * Resources * Solutions * Security & Privacy Center LEGAL * Accessibility Statement * BrokerCheckOpens in a new tab * Business Continuity Plan * Important Disclosures * Privacy Policy * Professional Certification DesignationsOpens in a new tab FIND YOUR LOCATION Select Your State Alabama Arizona California Colorado Connecticut Delaware Florida Georgia Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Nebraska Nevada New Jersey New York North Carolina Ohio Oklahoma Pennsylvania South Carolina Tennessee Texas Utah Virginia Washington Washington, DC Go CONNECT LinkedIn Facebook Go to Homepage ©2024 - CAPTRUST | All rights reserved. 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