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New York Lake Success_Blue

3 Dakota Dr #310
Lake Success, NY 11042


Phone: 516.487.8220

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

Wealth Management
Endowments and Foundations

Our Team

CAPTRUST’s Lake Success-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to endowments and foundations for nonprofits.


Peggy A. Whitmore, AIF®, CRPS®, PRP

Vice President,
Financial Advisor

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Lake Success, NY

3 Dakota Dr
Lake Success, NY 11042
Phone 516.487.8220