CAPTRUST
Louis Little has over 15 years of experience in client services and wealth management. Currently serving as Senior Manager in Wealth Client Services at CAPTRUST since December 2019, Louis has previously held various roles including Manager II and Senior Team Leader within the same department. Prior to CAPTRUST, Louis worked at Charles Schwab from May 2011 to December 2019, progressing from Senior Specialist in Technical Client Services to Team Manager of Advisor Platform Support. Louis's career began at ACS, Inc. as a Customer Care Specialist from May 2008 to May 2011.
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CAPTRUST
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CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.