Retirement Plan Advisory Dallas TX

Address

5950 Sherry Ln #460
Dallas, TX 75225

Contact

Phone: 214.622.6020

Who We Serve

Individuals Retirement Plan Sponsors

Hours

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

See Nearby Locations

Dallas, TX (Dallas Parkway) Dallas, TX (LBJ Freeway)

Individuals

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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CAPTRUST

Dallas

With a breadth of expertise and access to extensive resources, CAPTRUST’s commitment to excellence stands true for Dallas residents. Work towards achieving your financial goals with the support and guidance of our experts. Connect with our first local Dallas office to get started today.

Our Team

Brandon Martineson

Financial Advisor,
Relationship Manager

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David W. Mize

Vice President,
Financial Advisor

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John A. Pickett

Senior Vice President,
Financial Advisor

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Tanya Runyon

Financial Advisor

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Travis Whitten

Principal,
Financial Advisor

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At CAPTRUST Dallas, we specialize in helping retirement plan sponsors navigate multiple, complex plans. We especially enjoy partnering with clients that deeply care about their employees and want to create the best possible plan for their participants.

Travis Whitten