3 weeks ago
An Update on the Debt Ceiling
As the U.S. debt ceiling takes over the headlines, this...
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Birmingham, AL
2614 19th Street South
Birmingham,
AL
35209
Phone: 205.949.6040
Mon - Thur, 8:00 am-5:00 pm
Fri, 8:00 am-4:00 pm
Institutional Retirement
Endowments & Foundations
Wealth Management
Our Team
CAPTRUST’s Birmingham-based advisors provide wealth management services to high-net-worth individuals, business owners, and families, as well as investment advisory services to fiduciaries of corporate retirement plans and endowments and foundations of nonprofits.
Phillip C. Anderson, AIF®
Principal,
Financial Advisor
Caty S. Bragg, CFP®
Vice President,
Financial Advisor
Tim Callahan
Senior Vice President,
Financial Advisor
Kim M. Elliott, AIF®
Vice President,
Financial Advisor
Brandy B. Hydrick, CFP®
Principal,
Financial Planning
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
Senior Director,
Portfolio Management
Beau K. Williams, CFA®
Senior Financial Advisor
News & Resources
Resources
Resources
2 months ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
Announcements
2 months ago
CAPTRUST Named to Barron’s 2023 List
Barron’s recently ranked 22 CAPTRUST advisor teams on the prestigious...
Resources
2 months ago
Market Update | April 2023
Despite dramatic headlines this quarter, markets have delivered modest results....
