1 week ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
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One Commerce St
#800
Montgomery,
AL
36104
Phone: 334.272.1192
Mon - Thur, 8:00 am-5:00 pm
Fri, 8:00 am-4:00 pm
Wealth Management
Institutional Retirement
Endowments & Foundations
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 Montgomery-based advisors provide wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits.
Kim M. Elliott, AIF®
Vice President,
Financial Advisor
Alan Bishop, Jr., CFA®, CFP®
Vice President,
Financial Advisor
Brian S. Mitchell, CFP®, CPWA®
Principal,
Financial Advisor
Rob A. Godwin, CPA
Principal,
Financial Advisor
Oliver L. Haynes III
Principal,
Financial Advisor
Edward V. Welch, Jr.
Managing Director,
Head of Wealth Management
News & Resources
Resources
Wealth Management
2 weeks ago
Upcoming Webinar! Cybersecurity Best Practices
Join us for the next session of CAPTRUST’s quarterly webinar...
Wealth Management
2 weeks ago
Tax Planning Changes (Webinar Recording)
Watch this CAPTRUST quarterly webinar...
Resources
3 months ago
Cause and Effect
As coronavirus vaccination progress accelerates and our attention shifts to...
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