Back to Individual Directory
Corporate
Education:
Sabrina McGurr
Behavioral Financial Advisor (BFA)
Vice President | Financial Advisor
CAPTRUST
Contact information may be available to logged in members.
Professional Bio
I am a Vice President and Financial Advisor at CAPTRUST with nearly two decades of experience in the financial services industry. Over my career, I have learned that effective financial planning starts with understanding the people behind the numbers. I take time to understand what clients value, what they hope to achieve, and what they need in order to feel secure and confident in their decisions.
My work centers on retirement planning, investment strategy, and long‑term wealth management. I often partner with clients whose financial lives are more complex or multifaceted, and I enjoy helping them bring clarity and structure to situations that can feel overwhelming. Providing thoughtful, steady guidance is something I take seriously, especially when clients are navigating major life transitions.
As a Behavioral Financial Advisor (BFA™), I recognize that financial decisions are rarely just analytical. They are shaped by life experiences, emotions, and the hopes people carry for their future. I see my role as helping clients understand not only their financial options, but also the personal factors that influence the choices they make. This perspective allows me to support clients with empathy and to create an environment where they feel heard, understood, and supported.
Based in Bellevue, I am committed to building long‑term relationships grounded in trust, communication, and collaboration. Every client’s situation is unique, and my goal is to help each person move forward with clarity, confidence, and a sense of partnership as they work toward the future they envision.
My work centers on retirement planning, investment strategy, and long‑term wealth management. I often partner with clients whose financial lives are more complex or multifaceted, and I enjoy helping them bring clarity and structure to situations that can feel overwhelming. Providing thoughtful, steady guidance is something I take seriously, especially when clients are navigating major life transitions.
As a Behavioral Financial Advisor (BFA™), I recognize that financial decisions are rarely just analytical. They are shaped by life experiences, emotions, and the hopes people carry for their future. I see my role as helping clients understand not only their financial options, but also the personal factors that influence the choices they make. This perspective allows me to support clients with empathy and to create an environment where they feel heard, understood, and supported.
Based in Bellevue, I am committed to building long‑term relationships grounded in trust, communication, and collaboration. Every client’s situation is unique, and my goal is to help each person move forward with clarity, confidence, and a sense of partnership as they work toward the future they envision.
Organization
Corporate
Education:
University of Washington 2009
Finance
Volunteer Work:
Jubilee Reach
Little Bit Therapeutic Riding Center
CAPTRUST