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Dallas, TX

Dallas_Blue

5950 Sherry Ln #460
Dallas, TX 75225

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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.

Advisor

John A. Pickett, CIMA®

Senior Vice President,
Financial Advisor

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Advisor

Travis Whitten, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Brandon Martineson, NQPA™

Financial Advisor,
Relationship Manager

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Advisor

David W. Mize, CFP®

Vice President,
Financial Advisor

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News & Resources

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Contact Us

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Dallas, TX - Sherry Lane

5950 Sherry Ln
#460
Dallas, TX 75225
Phone 214.622.6020
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