Entrepreneur Explains How Independent Firms Are Changing the Financial Advice Industry

 
 
The South’s leading forum for speakers
The South’s leading forum for speakers
TALLAHASSEE, Fla. - Dec. 1, 2020 - PRLog -- Fielding Miller, Co-Founder and CEO of CAPTRUST, will address The Emerging Financial Industry Giant – Independent Financial Advisory Firms in a virtual livestreamed speech before the Economic Club of Florida tomorrow, Wednesday, December 2, from noon to 1pm.  Miller started the firm 23 years ago in Raleigh, North Carolina and today it has $425 billion in client assets with 50 offices across the country.  It's been ranked the number one independent advisory firm in the U.S. by Financial Advisor Magazine.

Miller will discuss how independent financial advisory firms have become emerging giants in the financial services industry and the impact that investment has had on the economy. CAPTRUST's clients include big names such as Coca-Cola, Tiffany's, Outback Steakhouse, and Bain Capital.  Although the bulk of its business is providing investment advice to retirement and pension funds, it has a growing endowment and foundation side, including Florida organizations such as The Barbara Bush Foundation, Associated Industries of Florida, Florida Sheriffs Youth Ranches, and Farm Share in Miami.

Non-member guests are welcome to attend this virtual livestreamed address by contacting Michael Vincent at 850-906-9226 ext. 108, or by email at mike@economic-club.com .

MEDIA NOTE: To attend the livestreamed address, please contact Michael Vincent at 850-906-9226 ext. 108, or by email at mike@economic-club.com

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The Economic Club of Florida is the South's leading forum for speakers of regional and national distinction to discuss the major issues of the day.  On the web at www.economic-club.com | @EconClubFL (https://twitter.com/EconClubFL) | Facebook (https://www.facebook.com/EconomicClubofFlorida)

Contact
Michael Vincent
***@economic-club.com
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Email:***@economic-club.com
Tags:Captrust
Industry:Financial
Location:Tallahassee - Florida - United States
Subject:Reports
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