3 weeks ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
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13961 South Minuteman Dr
#300
Draper,
UT
84020
Phone: 801.984.8000
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
Wealth Management
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.
Our Team
CAPTRUST’s Draper-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families as well as design and implementation of comprehensive financial plans, estate plans, and investment and insurance portfolios.
Braxton Barnes
Financial Advisor,
Relationship Manager
Brodie Barnes, ChFC®, CFP®
Principal,
Financial Advisor
Christopher Jeppson, CFP®
Financial Advisor,
Relationship Manager
Brett Johnson, ChFC®
Financial Advisor,
Relationship Manager
Stan Kimball, CFP®, CPA
Principal,
Financial Advisor
Kaylie Tomadakis, CFP®
Financial Advisor,
Relationship Manager
News & Resources
Announcements
Announcements
1 month ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
Resources
2 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
Announcements
2 months ago
CAPTRUST Named Largest RIA for Sixth Consecutive Year
CAPTRUST has been named the largest registered investment advisor (RIA)...
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