1 month ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
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Lynchburg, VA
925 Main St
#200
Lynchburg,
VA
24504
Phone: 434.847.6600
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
Wealth Management
Introduction
For wealth management clients, CAPTRUST offers a best-in-class experience, thanks to the firm’s centralized model, which is supported by highly specialized talent with deep expertise. Tune in to see the suite of resources CAPTRUST’s wealth advisors have available to them—from industry-leading cybersecurity and centralized trading to performance reporting tools and wealth planning technology like WealthView.
Our Team
CAPTRUST’s Lynchburg-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.
Marcus P. Borel, CFP®
Financial Advisor
Stephen L. Crank, CFA®
Senior Vice President,
Financial Advisor
Jack Flippin, CFP®
Principal,
Financial Advisor
William (Bill) W. Paxton, CFP®
Principal,
Financial Advisor
Lewis Thomas, II
Financial Advisor
News & Resources
Resources
Resources
4 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
Resources
7 months ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
Wealth Management
10 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
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