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Dallas, TX

Address

5950 Sherry Ln #460
Dallas, TX 75225

Directions

Contact

Phone: 214.622.6020

Hours

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Specialties

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

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Travis Whitten, CFP®

Principal

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Brandon Martineson, NQPA™

Financial Advisor,
Relationship Manager

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David W. Mize, CFP®

Vice President,
Financial Advisor

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News & Resources

Resources

1 month ago

Investors in Limbo as Fed and Markets Clash

Investors entered the opening quarter of 2023 on the edge...

Announcements

1 month ago

CAPTRUST Named to Barron’s 2023 List

Barron’s recently ranked 22 CAPTRUST advisor teams on the prestigious...

Announcements

2 months ago

PLANADVISER Names 13 CAPTRUST Advisors to List

PLANADVISER named 13 CAPTRUST advisors to its esteemed Top Retirement...

Announcements

2 months ago

31 CAPTRUST Teams Named to 2022 NAPA Top DC Advisor Teams List

The National Association of Plan Advisors (NAPA) named 31 CAPTRUST...

View All News and Resources

Contact Us

How can we help?

Dallas, TX - Sherry Lane

5950 Sherry Ln

#460

Dallas, TX 75225

Phone 214.622.6020

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