2 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Back to all locations
2000 Southbridge Parkway
Suite 500
Birmingham,
AL
35209
Phone: 205.949.6040 205.917.5399
Mon - Thur, 8:00am-5:00pm
Fri, 8:00am-4:00pm
Wealth Management
Institutional Retirement
Endowments & Foundations
Our Team
Our Birmingham advisors specialize in providing retirement plan advisory services to corporate fiduciaries, comprehensive wealth management services to high-net-worth investors and corporate executives, and investment advisory services to endowments and foundations.
Phillip C. Anderson, AIF®
Principal,
Financial Advisor
Caty S. Bragg, CFP®
Vice President,
Financial Advisor
Donald Lutomski, CFA, CMA
Principal,
Financial Advisor
John P. Maloney, CFA
Principal,
Financial Advisor
Paul Owen, AIF®, APR®, MBA
Principal,
Financial Advisor
James Underwood, CFA
Principal,
Portfolio Strategist
Beau K. Williams, CFA
Senior Financial Advisor,
Portfolio Management
News & Resources
Resources
Announcements
3 months ago
CAPTRUST Colleagues on the NAPA Top Women Advisors List
Eleven of CAPTRUST’s advisors were recognized on the National Association...
Resources
3 months ago
America Has Voted
It’s early the morning of November 4, the day after...
Announcements
3 months ago
Twenty-Five Advisors Named to FT 401 List
The Financial Times highlighted 25 CAPTRUST advisors on the publication’s...
Contact Us
How can we help?
Birmingham, AL - SouthBridge
2000 Southbridge Parkway
Suite 500
Birmingham, AL 35209
Phone 205.949.6040 205.917.5399
