Jones Blair Group Reconnects with CAPTRUST

CAPTRUST Financial Advisors said that the principals of The Jones Blair Group of Wells Fargo Advisors will be joining the firm’s Charlotte, North Carolina, office.

According to the announcement, the Jones Blair Group is a wealth management and retirement plan advisory team with client assets under advisement in excess of $1 billion. Led by Robert A. Jones and Michael E. Blair since its inception in 1995, CAPTRUST said that the group has consistently earned top rankings among Barron’s List of Top 1,000 Financial Advisors.  

“I am thrilled to welcome Bob and Mike as the newest shareholder partners in our firm,” said J. Fielding Miller, CAPTRUST co-founder and CEO. “The three of us began our careers working together at Interstate Johnson Lane (IJL) and this feels like we are getting the old band back together. They will join an outstanding team of CAPTRUST advisors, including Ed Dalrymple and Linda Kerschner, and will immediately strengthen our presence in North Carolina, serving the strong demand for independent and unbiased investment advice.”  

“Speaking for Mike and me, joining CAPTRUST is akin to a homecoming,” said Robert A. Jones. “In fact, the chance to work again with Fielding, Ed, and Linda after all these years had a lot to do with our decision to join. However, equally important are the firm’s specialty focus and entrepreneurial style, both of which are more boutique in nature, while their level of investment acumen rivals that of other nationally recognized consulting firms. When you couple this with the firm’s sterling reputation and impressive roster of advisors, we knew this was where we wanted to be.” 

“The success of our firm and the service we provide our clients rest with our ability to attract and retain the industry’s top talent,” added Miller. “With the addition of Bob and Mike, there’s no question …CAPTRUST got better today!” 

CAPTRUST Financial Advisors is a registered investment advisory and retirement plan consulting firm specializing in providing strategic advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents $24 billion in client assets with offices in Alabama, California, Georgia, Maine, Massachusetts, Mississippi, North Carolina, Ohio, Philadelphia, Virginia, and Washington, D.C.  

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