From Greenville, CAPTRUST works with clients who need experienced advice on wealth management, retirement plan consulting, and investment management, delivering local support backed by the scale and research of a national firm.
Phone: 864.467.9800
Mon–Thurs, 8:30 am–5:00 pm
Fri, 8:30 am–4:00 pm
Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.
Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
At CAPTRUST Greenville, we understand the importance of having an advisor that’s committed to your financial goals and success. That’s why each of our advisors are equipped with the necessary tools they need to provide a best-in-class experience for each client. Connect with our local office today.
Principal | Financial Advisor
View Profile
Principal | Financial Advisor
View Profile
Vice President | Financial Advisor
View Profile
Principal | Financial Advisor
View Profile
Principal | Financial Advisor
View Profile