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Dayton_Blue

7812 McEwen Rd #400
Dayton, OH 45459

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Phone: 937.223.0600

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

Wealth Management
Institutional Retirement

Introduction

For wealth management clients, CAPTRUST offers a best-in-class experience, thanks to the firm’s centralized model, which is supported by highly specialized talent with deep expertise. Tune in to see the suite of resources CAPTRUST’s wealth advisors have available to them—from industry-leading cybersecurity and centralized trading to performance reporting tools and wealth planning technology like WealthView.

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Our Team

CAPTRUST’s Dayton-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans.

Advisor

Kathleen Carlson, CFA®

Vice President,
Financial Advisor

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Dayton, OH

7812 McEwen Rd
#400
Dayton, OH 45459