CAPTRUST’s Saninbel-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.
1633 Periwinkle Way Suite C
Sanibel, FL 33957
Phone: 239.387.3977
Mon–Fri, 8:00 am–5:00 pm
Our Tampa team supports nonprofit institutions with hands-on guidance around investment strategy, OCIO partnerships, donor engagement, and performance evaluation to help them thrive and grow.
From retirement planning to generational wealth strategies, our advisors in Tampa offer highly personalized solutions to help families and individuals navigate life’s financial milestones with confidence.
We assist employers in Tampa and beyond with plan oversight, fiduciary services (3(21) and 3(38)), participant education, OCIO options, and customized plan design to help drive better retirement outcomes.
On Sanibel Island, CAPTRUST delivers personalized financial guidance shaped by the area’s close‑knit community, coastal setting, and presence of seasonal and long‑term residents. The office supports clients with planning strategies that reflect the unique needs of island living, preservation‑minded families, and legacy‑focused wealth.
Senior Vice President | Financial Advisor
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