Peggy Whitmore is a Vice President and Financial Advisor at CAPTRUST, based in Lake Success, NY. Since joining CAPTRUST in 2014, they have provided investment advisory services to fiduciaries of corporate retirement plans. Previously, they served as the President of Whitmore Retirement Solutions and held leadership roles at Aetna Life & Casualty and Chase Manhattan Bank, where they developed key retirement products. With a career in the industry beginning in 1992, Peggy has specialized in the retirement segment and is an active member of ASPPA and the Profit Sharing/401(k) Council of America. They hold multiple designations, including Accredited Investment Fiduciary (AIF) and Plan Sponsor Retirement Professional (PRP).
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