2 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
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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®
Senior Vice President,
Financial Advisor
William (Bill) W. Paxton, CFP®
Principal,
Financial Advisor
Lewis Thomas, II
Financial Advisor
News & Resources
Wealth Management
Resources
3 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
Wealth Management
4 months ago
September Tax Proposals
This two-minute read breaks down the Biden Administration’s mid-September announcement...
Announcements
5 months ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
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