Phone: 504.207.8555

Who We Serve



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

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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.

Explore Our Services

A couple in a red convertible driving down a country road.
New Orleans

Welcome to our first wealth management New Orleans office. We’re home to financial experts equipped with the deep expertise needed to manage your assets and complex accounts. Plus, with an industry-leading ethical code, we provide our clients with objective services they can trust.

Our Team

R. Ryan Adkerson

Vice President,
Financial Advisor

Michael H. deYoung

Vice President,
Financial Advisor

Bryan W. Fitzpatrick

Financial Advisor

Sheridan B. Grace

Financial Advisor,
Relationship Manager

Dickson Griswold

Senior Vice President,
Financial Advisor

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We are financial services experts who share a cultural love of our neighbors, towns, churches, and civic and philanthropic institutions. We serve as volunteers and board members for various nonprofits and understand that we can all support each other and all benefit together. Realizing that an investment management business can thrive while also satisfying these community goals is a reflection of CAPTRUST’s culture.
Bryan Fitzpatrick


Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.