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Dallas, TX

Address

14643 Dallas Parkway #320
Dallas, TX 75254

Directions

Contact

Phone: 214.361.4458

Hours

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

Specialties

Wealth Management
Institutional Retirement
Endowments & Foundations

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 Dallas-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and endowments and foundations of nonprofits, as well as investment advisory services to fiduciaries of corporate retirement plans.

Barron D. Beal, CPWA®

Principal

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Mark Nokyos, CFP®

Senior Vice President,
Financial Advisor

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Noel Strickling

Associate,
Relationship Manager

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News & Resources

Announcements

1 week ago

CAPTRUST Named to Barron’s 2023 Top RIA List

CAPTRUST ranks seventh on Barron’s prestigious Top RIA list for...

Retirement Plans

2 months ago

Leveling the Retirement Savings Playing Field

As the U.S. population becomes more diverse, providing benefits that...

Announcements

2 months ago

CAPTRUST Named #1 RIA

CAPTRUST was named #1 on Financial Advisor Magazine’s 2023 RIA...

Resources

2 months ago

Never Say Never

The classic 1982 film Never Say Never Again marked Sean...

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Contact Us

How can we help?

Dallas, TX (Dallas Parkway)

14643 Dallas Parkway #320

Dallas, TX 75254

Phone 214.361.4458

Map | Directions