Peggy Whitmore
Vice President - Financial Advisor at CAPTRUST
- Role
- Vice President - Financial Advisor at CAPTRUST
- Location
- Port Washington, NY, US
- LinkedIn followers
- 500 followers
About Peggy Whitmore
I am an institutional retirement plan advisor based in Lake Success, NY. I joined…
Experience
Vice President - Financial Advisor
Mar 2014 — Present · New York, NY, US
Education
Texas State University
Bachelor of Business Administration (B.B.A.), Finance, General
1979 — 1983
Skills
- Financial Advisory
- Qualified Retirement Plans
- Retirement Plan Consulting
- 401k
- Iras
- Fixed Annuities
- Pensions
- Asset Managment
- 403 B
- Series 6
- Securities
- Retirement
- Investment Advisory
- Due Diligence
- Retirement Planning
- Series 63
- Investments
- Defined Benefit
- Asset Allocation
- Mutual Funds
- 457 Plans
- Erisa
- Series 7
- Investment Strategies
- Wealth Management
- Employee Benefits
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