2 weeks ago
CAPTRUST Receives Two Accolades from Business North Carolina
Business North Carolina recently recognized CAPTRUST and CEO Fielding...
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Dallas, TX
5950 Sherry Ln
#460
Dallas,
TX
75225
Phone: 214.622.6020
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
Institutional Retirement
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 Dallas-based advisors specialize in providing comprehensive investment advisory services to individual investors and fiduciaries of corporate retirement plans.
John A. Pickett, CIMA®
Senior Vice President,
Financial Advisor
Travis Whitten, CFP®
Senior Vice President,
Financial Advisor
David W. Mize, CFP®
Vice President,
Financial Advisor
News & Resources
Announcements
Resources
2 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
Announcements
2 months ago
CAPTRUST Named to Barron’s 2022 List
Barron’s recently honored 20 CAPTRUST advisor teams with the prestigious...
Retirement Plans
2 months ago
PLANADVISER Lists 11 CAPTRUST Advisors as Top Retirement Plan Advisers
PLANADVISER named 11 CAPTRUST advisors to its esteemed Top Retirement...
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