2 days ago
Five CAPTRUST Advisors Recognized by AdvisorHub
Five CAPTRUST advisors were named on AdvisorHub’s 2022 Advisors to...
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Montgomery, AL
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
M. 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
Announcements
Announcements
1 week ago
CAPTRUST Named to Barron’s 2022 Top RIA List
CAPTRUST ranked fourth on Barron’s prestigious Top RIA list for...
Announcements
1 month ago
CAPTRUST Ranks No. 4 on Best Places to Work List
The Triangle Business Journal announced its Best Places to Work...
Announcements
1 month ago
CAPTRUST Community Foundation Donates $610,000 to 69 Charities Nationwide
The CAPTRUST Community Foundation (CCF) today announced donations to 69...
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