Close Menu - + Search Play Video Play Video Facebook Instagram LinkedIn Twitter Vimeo Clock
Back to all locations
Montgomery

One Commerce St #800
Montgomery, AL 36104

Directions

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.

Advisor

Kim M. Elliott, AIF®

Vice President,
Financial Advisor

View Profile
Advisor

Alan Bishop, Jr., CFA®, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Brian S. Mitchell, CFP®, CPWA®

Principal,
Financial Advisor

View Profile
Advisor

Edward V. Welch, Jr.

Managing Principal,
Wealth Management Group

View Profile
View All News and Resources

Contact Us

How can we help?

Montgomery, AL

One Commerce St
#800
Montgomery, AL 36104
Phone 334.272.1192