Steve Wilt in

Steve Wilt

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CAPTRUST Financial Advisors at 16 yrs 10 mos
📍 Akron, Ohio, United States

Steve is a nationally recognized institutional retirement plan advisor and team leader at CAPTRUST in Akron. An expert in corporate retirement plans and a graduate of The University of Akron, his team has been named one of the top 50 in the country by Barrons.

He is deeply passionate about community service in Northeast Ohio, serving on numerous boards including the GAR Foundation, United Way, and Greater Akron Chamber. Steve actively engages in fundraising for nonprofits and advocates for diversity, equity, and inclusion, for which he received the Love Akron Changemaker Award.

He co-authored "The 401k Sales Champion, " one of the first guides for financial advisors on selling and servicing corporate retirement plans.

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Experience
20 Years
Current Role
CAPTRUST Financial Advisors
Location
Akron, Ohio, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Steve cares about

Retirement Plan Fiduciary
As a principal at CAPTRUST, he provides investment advisory services to fiduciaries of corporate retirement plans, endowments, and foundations.
401(k) Plan Strategy
Co-authored one of the first books for advisors on selling 401(k)s and is a nationally recognized expert on corporate retirement plan management.
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Career

Work history

CAPTRUST Financial Advisors
16 yrs 10 mos
6-1988 - 1-2009
Senior VP, Financial Advisor
Merrill Lynch
In the press

Media appearances

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Education
1982 - 1987
BA
The University of Akron
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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