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Austin, TX

Austin 2_Blue

115 Wild Basin Road S. #225
Austin, TX 78746

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Phone: 512.342.2272

Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm

Wealth Management
Institutional Retirement
Endowments & Foundations

Introduction

For wealth management clients, CAPTRUST offers a best-in-class experience, thanks to the firm’s centralized model, which is supported by highly specialized talent with deep expertise. Tune in to see the suite of resources CAPTRUST’s wealth advisors have available to them—from industry-leading cybersecurity and centralized trading to performance reporting tools and wealth planning technology like WealthView.

Our Team

CAPTRUST’s Austin-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations for nonprofits.

Advisor

Kirkland Caison, CFP®

Vice President,
Financial Advisor

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Advisor

Kim Cornwell, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Lisa Fox Danford, CFP®

Principal,
Financial Advisor

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Advisor

Peter DiNardo, CFP®

Vice President,
Financial Advisor

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Advisor

Sam Dreibelbis, CPA, CFP®

Vice President,
Financial Advisor

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Advisor

Catherine Ellis, CRPS

Vice President,
Financial Advisor

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Advisor

Lisa Ivie Miller, AIF®

Principal,
Financial Advisor

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Advisor

Christine Quichocho Morrison, CFP®

Financial Advisor,
Relationship Manager

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News & Resources

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Contact Us

How can we help?

Austin, TX

115 Wild Basin Road S.
#225
Austin, TX 78746
Phone 512.342.2272
Map | Directions