Jim Pierce
Senior Vice President | Financial Advisor at CAPTRUST | West Des Moines, Iowa, United States
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Jim Pierce, as a Senior Vice President and Financial Advisor at CAPTRUST, brings over three decades of extensive experience in the corporate retirement field. His expertise lies in providing comprehensive investment advisory services to fiduciaries overseeing both qualified and nonqualified retirement plans. Since transitioning into a training role at CAPTRUST after his retirement as an advisor at the end of 2022, Jim has dedicated himself to mentoring the next generation of financial advisors. His focus is on instilling best practices in retirement planning, asset management, and investment strategies, ensuring that new advisors are well-equipped to navigate the complexities of pensions, 401(k) plans, and non-qualified deferred compensation.
At CAPTRUST, Jim has been instrumental in key projects aimed at enhancing the retirement planning services offered to corporate sponsors. He has played a vital role in developing tailored investment solutions that align with clients' unique needs and objectives, helping them to optimize their retirement plans while adhering to fiduciary responsibilities. His deep understanding of qualified retirement plans allows him to guide clients through the intricacies of compliance and regulatory requirements, ensuring that their plans are not only effective but also sustainable in the long term.
With a commitment to excellence and a passion for empowering others, Jim’s insights into the retirement landscape are invaluable. His ability to translate complex financial concepts into actionable strategies has made him a trusted advisor within the industry. As he continues to shape the future of financial advising at CAPTRUST, Jim remains a pivotal figure in fostering a culture of knowledge and professionalism that benefits both clients and colleagues alike.
Senior Vice President | Financial Advisor at CAPTRUST in December 2010 to Present
President at Holmes Murphy Financial Services in November 2005 to December 2010
Account Executive at Holmes Murphy & Associates in February 1998 to November 2005
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Retirement Planning
Pensions
401k
Investments
Qualified Retirement Plans
Asset Management
Non-Qualified Deferred Compensation
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Discover more about CAPTRUSTWhat is Jim Pierce email address?
Email Jim Pierce at [email protected]. This email is the most updated Jim Pierce email found in 2026.
What is Jim Pierce phone number?
Jim Pierce phone number is +15159756354 and +15156574101.
How to contact Jim Pierce?
To contact Jim Pierce send an email to [email protected]. If you want to call Jim Pierce try calling on +15159756354 and +15156574101. (updated on October 29, 2024)
What company does Jim Pierce work for?
Jim Pierce works for CAPTRUST
What is Jim Pierce's role at CAPTRUST?
Jim Pierce is Senior Vice President | Financial Advisor
What industry does Jim Pierce work in?
Jim Pierce works in the Financial Services industry.
Jim Pierce Email Addresses
Jim Pierce Phone Numbers
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