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Montgomery

One Commerce St #800
Montgomery, AL 36104

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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.

Advisor

Kim M. Elliott, AIF®

Vice President,
Financial Advisor

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Advisor

Alan Bishop, Jr., CFA®, CFP®

Vice President,
Financial Advisor

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Advisor

Brian S. Mitchell, CFP®, CPWA®

Principal,
Financial Advisor

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Advisor

Edward V. Welch, Jr.

Managing Principal,
Head of Wealth Management

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Contact Us

How can we help?

Montgomery, AL

One Commerce St
#800
Montgomery, AL 36104