3 weeks ago
CAPTRUST Ranks on Local Financial Services Lists
The local lists are specific to Tampa, Florida, and Birmingham,...
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2000 Southbridge Parkway
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
Patricia A. Bills, AIF®
Vice President,
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
Principal,
Portfolio Management
News & Resources
Announcements
Resources
2 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
Wealth Management
3 months ago
Different This Time
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Retirement Plans
3 months ago
CARES Act: Practical Considerations for Plan Sponsors
Get the latest on the Coronavirus Aid, Relief, and Economic...
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Birmingham, AL - SouthBridge
2000 Southbridge Parkway
Birmingham, AL 35209
Phone 205.949.6040 205.917.5399