1 month ago
IRS Announces Roth Rule Delay
On August 25, 2023, the IRS announced a two-year delay...
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Brentwood, TN
5314 Maryland Way #300
Brentwood,
TN
37207
Phone: 615.377.1177
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
Wealth Management
Endowments & Foundations
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Our Team
CAPTRUST’s Brentwood-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to endowments and foundations for nonprofits.
Jefferson Adcock, CFP®, CLU®
Principal,
Financial Advisor
Matt Bader, CFP®
Principal,
Financial Advisor
Wade Bilbrey, CFP®, CRPC®
Senior Associate,
Relationship Manager
Brad Caldwell, CFP®
Principal,
Financial Advisor
Mary Clapp, ChFC®
Senior Associate,
Relationship Manager
Gary Dean, CFA
Managing Principal,
Financial Advisor
Drew Digby, CFP®, CPA, PFS, CEPA
Vice President,
Financial Advisor
Darryl Edmonds, CFP®
Principal,
Financial Advisor
Susan Rich Harris, ChFC®
Senior Associate,
Relationship Manager
Philip Henninger, CFP®
Vice President,
Financial Advisor
Mickey Jacobs, CFP®
Principal,
Financial Advisor
Mikael Jacobs, CFP®
Principal,
Financial Advisor
Randy Lee, CFP®
Principal,
Financial Advisor
Regina Lewis, CPFA
Vice President,
Financial Advisor
Chanon MacDonald, CFP®
Senior Associate,
Relationship Manager
Jane MacDonald, CFP®
Principal,
Financial Advisor
Erik Milam, CFP®, CeFT, RLP
Principal,
Financial Advisor
Andrew Mitchell, CFP®, CPA, PFS
Senior Associate,
Relationship Manager
Kevin Mitchell, CFP®
Principal,
Financial Advisor
Taylor Morrison, CFP®
Senior Associate,
Relationship Manager
Seth Powell, CPA
Senior Associate,
Relationship Manager
Craig Reed, CFP®, CIMA®, CFA
Principal,
Financial Advisor
John Sinclair, CFP®
Senior Associate,
Relationship Manager
Tyler Sinclair, CFP®
Principal,
Financial Advisor
Russell Slagle, CPA, CFP®
Senior Associate,
Relationship Manager
David Steine
Senior Vice President,
Financial Advisor
Cliff Taylor, CFP®
Principal,
Financial Advisor
Patterson Ware
Associate Relationship Manager
News & Resources
Plan Sponsor e.Brief
Endowments & Foundations
2 months ago
Mission or Values: Which Comes First?
To chart a course, it helps to have a compass....
Resources
3 months ago
Never Say Never
The classic 1982 film Never Say Never Again marked Sean...
Retirement Plans
3 months ago
Managing Institutional Cash, Asset Pools, and Reserves
If properly managed, Institutional Asset Pools (IAPs), like cash reserves...
