3 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
Back to all locations
5950 Sherry Ln.
Suite 460
Dallas,
TX
75225
Phone: 214.622.6020
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm
Institutional Retirement
Our Team
Our Dallas-based advisors specialize in providing retirement plan advisory services to corporate fiduciaries.
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
Resources
Announcements
4 months ago
Barron’s Honors 11 CAPTRUST Advisor Teams
We are pleased to announce 11 CAPTRUST advisor teams have...
Wealth Management
4 months ago
Cash Reserves
Knowing how much emergency savings you need to have does...
Retirement Plans
4 months ago
CARES Act: Practical Considerations for Plan Sponsors
Get the latest on the Coronavirus Aid, Relief, and Economic...
Contact Us
How can we help?