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Birmingham, AL

Birmingham_Blue

2614 19th Street South
Birmingham, AL 35209

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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

Introduction

CAPTRUST’s retirement plan clients benefit from the firm’s centralized model, which is supported by a deep bench of highly specialized talent. Learn about the suite of resources CAPTRUST’s institutional advisors leverage to create a best-in-class client experience, including investment manager due diligence, customized participant advice, vendor analysis, and the latest in cybersecurity.

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.

Advisor

Phillip C. Anderson, AIF®

Principal,
Financial Advisor

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Advisor

Paul Owen, AIF®, APR®, MBA

Principal,
Financial Advisor

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Advisor

James Underwood, CFA

Senior Director,
Portfolio Management

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Birmingham, AL

2614 19th Street South
Birmingham, AL 35209