4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
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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
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,
Wealth Management Group
News & Resources
Resources
Resources
4 months ago
America Has Voted
It’s early the morning of November 4, the day after...
Resources
10 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
Wealth Management
11 months ago
Different This Time
As the nation combats the physical, financial, and emotional toll...
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