Wealth Management and Retirement Plan and Nonprofit Advisory Services Greenville SC | CAPTRUST
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Greenville, SC

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1116 South Main Street
Greenville, SC 29601

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Phone: 864.467.9800

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

Wealth Management
Institutional Retirement
Endowments & Foundations
NNP Client Login

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 provide wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits.

Advisor

Al Cannon, CFP®, CRPS®, AIF®

Principal,
Financial Advisor

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Advisor

Harrison M. Collins, CPA, CFP®

Vice President,
Financial Advisor

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Advisor

Christine Cunningham, CFP®

Principal,
Financial Advisor

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Advisor

Carter R. Hall, CFP®

Principal,
Financial Advisor

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Advisor

Jason E. Lewis, CFP®

Principal,
Financial Advisor

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Advisor

Russell Miller, CFP®

Principal,
Financial Advisor

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News & Resources

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Contact Us

How can we help?

Greenville, SC

1116 South Main Street
Greenville, SC 29601
Phone 864.467.9800
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