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99 Monroe Ave NW #901
Grand Rapids, MI 49503

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Phone: 616.643.4011

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

Institutional Retirement

Introduction

CAPTRUST’s Grand Rapids, Michigan-based advisors specialize in providing investment advisory services to fiduciaries of retirement plans.

Our Team

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

Advisor

Dori Drayton, CPA, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Jeremy Tollas, CPFA, CIMA®

Vice President,
Financial Advisor

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Grand Rapids, MI

99 Monroe Ave NW
#901
Grand Rapids, MI 49503