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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.

May Atassi

Associate,
Relationship Manager

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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

3 weeks ago

The CAPTRUST Community Foundation Announces $1,138,442 in Donations for 2022

The CCF Also Announces 2023...

Resources

3 weeks ago

Charting a Course for 2023

In this edition of Investment Strategy, Sam Kirby of...

Announcements

4 months ago

CAPTRUST Named on NAPA Women Advisors List

Thirteen CAPTRUST Advisors recognized on NAPA’s Top Women Advisors...

Resources

4 months ago

Fed Plowing Ahead, in the Dark

The third quarter of 2022 saw rising inflation and recession...

View All News and Resources

Contact Us

How can we help?

Dallas, TX (Dallas Parkway)

14643 Dallas Parkway #320

Dallas, TX 75254

Phone 214.361.4458

Map | Directions