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McPherson Moves to CAPTRUST

Dawn McPherson, CBFA, QPFC—one of NAPA’s Top Women Advisors—has been named a director of retirement plan consulting at CAPTRUST.  

In this role, Dawn is responsible for development of consulting services to address the needs of CAPTRUST’s clients, overseeing ERISA technical issues and retirement industry trends and initiatives, and ensuring that CAPTRUST continues to stay ahead of changes and developments within the retirement plan arena.

She joins CAPTRUST from Mariner Wealth Advisors, where she was a director of retirement plan solutions. She has also worked as an account executive at SageView Advisory Group and an internal wholesaler at American Century Investments. 

McPherson earned her Bachelor of Arts degree in humanities from Bob Jones University, and she has worked in the industry since 1997.

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