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Brentwood, TN

Nashville_Blue

5314 Maryland Way #300
Brentwood, TN 37207

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Phone: 615.377.1177

Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm

Wealth Management
Endowments & Foundations

Navigate to Tamarac Client Portal

Introduction

For wealth management clients, CAPTRUST offers a best-in-class experience, thanks to the firm’s centralized model, which is supported by highly specialized talent with deep expertise. Tune in to see the suite of resources CAPTRUST’s wealth advisors have available to them—from industry-leading cybersecurity and centralized trading to performance reporting tools and wealth planning technology like WealthView.

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.

Advisor

Jefferson Adcock, CFP®, CLU®

Principal,
Financial Advisor

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Advisor

Wade Bilbrey, CFP®, CRPC®

Senior Associate,
Relationship Manager

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Advisor

Mary Clapp, ChFC®

Senior Associate,
Relationship Manager

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Advisor

Gary Dean, CFA

Managing Principal,
Financial Advisor

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Advisor

Drew Digby, CFP®, CPA, PFS, CEPA

Vice President,
Financial Advisor

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Advisor

Darryl Edmonds, CFP®

Principal,
Financial Advisor

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Advisor

Susan Rich Harris, ChFC®

Senior Associate,
Relationship Manager

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Advisor

Philip Henninger, CFP®

Vice President,
Financial Advisor

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Advisor

Regina Lewis, CPFA

Vice President,
Financial Advisor

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Advisor

Chanon MacDonald, CFP®

Senior Associate,
Relationship Manager

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Advisor

Jane MacDonald, CFP®

Principal,
Financial Advisor

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Advisor

Erik Milam, CFP®, CeFT, RLP

Principal,
Financial Advisor

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Advisor

Andrew Mitchell, CFP®, CPA, PFS

Senior Associate,
Relationship Manager

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Advisor

Kevin Mitchell, CFP®

Principal,
Financial Advisor

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Advisor

Taylor Morrison, CFP®

Senior Associate,
Relationship Manager

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Advisor

Seth Powell, CPA

Senior Associate,
Relationship Manager

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Advisor

Craig Reed, CFP®, CIMA®, CFA

Principal,
Financial Advisor

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Advisor

John Sinclair, CFP®

Senior Associate,
Relationship Manager

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Advisor

Tyler Sinclair, CFP®

Principal,
Financial Advisor

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Advisor

Russell Slagle, CPA, CFP®

Senior Associate,
Relationship Manager

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Advisor

David Steine

Senior Vice President,
Financial Advisor

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Brentwood, TN

5314 Maryland Way #300
Brentwood, TN 37207