2 weeks ago
Cause and Effect
As coronavirus vaccination progress accelerates and our attention shifts to...
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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 Principal,
Head of Wealth Management
News & Resources
Resources
Wealth Management
2 weeks ago
Preparing Your Financial and Personal Health “Portfolios” for Longevity (Webinar Recording)
Listen to this engaging conversation surrounding...
Wealth Management
2 weeks ago
Upcoming Webinar! Tax Planning Changes
Join us for the next edition of CAPTRUST’s quarterly webinar...
Announcements
1 month ago
CAPTRUST Promotes Eddie Welch to Head of Wealth Management Group
Firm Also Announces Record Revenue Growth and Assets for...
Contact Us
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