Rick Shoff

Managing Director, Advisor Support Group
CAPTRUST Financial Advisors

RickShoff22As Managing Director of the Advisor Support Group, Rick Shoff works with CAPTRUST’s team of Financial Advisors to support their growth. He is also focused on the firm’s Institutional Advisor Recruiting and Acquisition efforts, and serves as a member of the firm’s Executive Committee. Prior to joining CAPTRUST in 2006, Mr. Shoff founded Plan Advisory Services and built the company into one of the most respected advisory firms in the nation. He has an extensive background in the design, communication, funding, and administration of retirement plans for companies of all sizes. Recognized by The 401(k) Wire as one of the “100 Most Influential People in The 401(k) Industry,” Mr. Shoff is a frequent speaker and panelist on current retirement plan issues and is routinely featured in industry publications.

(919) 870-6822
Raleigh, NC