Wealth Management Services New Orleans LA

Address

601 Poydras Street #1855
New Orleans, LA 70130

Contact

Phone: 504.799.3170

Who We Serve

Individuals

Hours

Mon–Fri, 8:00 am–5:00 pm

Additional Info

Client Portal Dallas Office San Antonio Office

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New Orleans, LA

Individuals

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

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CAPTRUST

New Orleans

Poydras St

You expect the best—and CAPTRUST delivers with research-backed financial and investment advice tailored to your specialized needs. We have a longstanding history of working with NOLA clients to identify the best actions for their finances, adding a second office to meet demand. Learn how we can work alongside you to further your financial goals with a quick call to your local CAPTRUST team.

Our Team

Taylor J. Billings

Financial Advisor,
Relationship Manager

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Tara Fuselier

Vice President,
Financial Advisor

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Katie M. Gibert

Principal

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Luke M. Hayes

Financial Advisor,
Relationship Manager

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Jeremy T. Head

Principal

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We are committed to growth through strategic partnerships that align with our core values and enhance our ability to serve our clients’ diverse needs.

Fielding Miller