4 weeks ago
Leveling the Retirement Savings Playing Field
As the U.S. population becomes more diverse, providing benefits that...
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1116 South Main Street
Greenville,
SC
29601
Phone: 864.467.9800
Mon–Thurs, 8:30 am–5:00 pm
Fri, 8:30 am–4:00 pm
Institutional Retirement
Wealth Management
Endowments & Foundations
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Our Team
CAPTRUST’s Greenville-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, wealth management services to high-net-worth individuals, business owners, families, and endowments and foundations of nonprofits.
Wesley Boyce, CFP®
Principal,
Financial Advisor
Al Cannon, CFP®, CRPS®, AIF®
Principal,
Financial Advisor
Maura Copsey, CDFA®
Principal,
Financial Advisor
Gary Davis, CRPS®, AIF®
Principal,
Financial Advisor
Carter R. Hall, CFP®
Principal,
Financial Advisor
Russell Miller, CFP®
Principal,
Financial Advisor
Robert Nachman
Principal,
Financial Advisor
Ben Norwood, CPWA®
Principal,
Financial Advisor
News & Resources
Retirement Plans
Announcements
1 month ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
Announcements
2 months ago
CAPTRUST Adds 50th Firm: Nachman Norwood & Parrott Wealth Management
CAPTRUST Financial Advisors today announced the addition of Nachman Norwood...
Retirement Plans
3 months ago
3(38) Plan Sponsor Pitfalls
In this article, CAPTRUST’s Alysa Cronin takes a deep dive...
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