According to the Raleigh, North Carolina-based firm, Jeffrey P. Medici, a retirement plan advisor and former Vice President with Fidelity Investments, has joined the firm.
During Medici’s tenure with Fidelity, he served in a variety of leadership roles and earned numerous awards for his outstanding client service and commitment to the needs of plan sponsors, including Fidelity’s President’s Circle Award, according to the announcement.
“The decision to leave Fidelity Investments was not easy,” Medici said. “But the needs of the marketplace have changed and the time was ideal to align myself with an independent advisory firm, like CAPTRUST, who can more holistically focus on the unique needs of clients in today’s dynamic environment.”
Medici, along with John A. Pickett, who joined CAPTRUST last month (see CAPTRUST Corrals Another Advisor Team), fortifies the firm’s local presence in Dallas as CAPTRUST now looks to open offices in Houston, Chicago, New York, and Northern California. Since early 2009, CAPTRUST has grown its staff by just over fifty percent and has added offices in Ohio, California, Florida, and Texas.
“We continue to execute on our strategic plan to be the premier advisory firm for middle market companies and their executives, “ said J. Fielding Miller, CAPTRUST co-founder and CEO. “A key part of that plan is to have a local presence in each of the nation’s top 20 retirement plan markets, either through the acquisition or hiring of exceptional, like-minded talent. The addition of Jeff is another major win for our entire team.”
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents $43 billion in client assets with offices in Alabama, California, Florida, Georgia, North Carolina, Maine, Massachusetts, Mississippi, Ohio, Pennsylvania, Texas, Virginia, and Washington, DC.