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Greenville, SC

Address

27 Cleveland St. #202
Greenville, SC 29601

Directions

Contact

Phone: 864.232.8670

Hours

Mon–Thur, 8:30 am–5:00 pm
Fri, 8:30 am–2:00 pm

Specialties

Wealth Management

Client Web Portal

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 Greenville-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.

Harrison M. Collins, CPA, CFP®

Vice President,
Financial Advisor

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Christine Cunningham, CFP®

Principal,
Financial Advisor

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Jason E. Lewis, CFP®

Principal,
Financial Advisor

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Tom Reynolds, CPA

Principal,
Financial Advisor

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News & Resources

Announcements

3 weeks ago

Five College Students Awarded CAPTRUST Scholarship

CAPTRUST selected five students to receive the Fall 2022 CAPTRUST...

Announcements

4 weeks ago

CAPTRUST Unveils Findings from Fifth Annual Endowment & Foundation Survey

Firm Launches Nonprofit-focused Podcast: Mission +...

Announcements

2 months ago

The CAPTRUST Community Foundation Announces $1,138,442 in Donations for 2022

The CCF Also Announces 2023...

Resources

2 months ago

Market Update | January 2023

A year ago, markets were coming off one of the...

View All News and Resources

Contact Us

How can we help?

Greenville, SC (Cleveland St.)

27 Cleveland St. #202

Greenville, SC 29601

Phone 864.232.8670

Map | Directions