1 day ago
Market Update | October 2021
So far, 2021 has been a year of notable growth...
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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
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
Wealth Management
In the Community
2 days ago
The CAPTRUST Community Foundation Overview
The CAPTRUST Community Foundation (CCF) is a registered 501(c)(3) charity...
Wealth Management
1 month ago
September Tax Proposals
This two-minute read breaks down the Biden Administration’s mid-September announcement...
Announcements
2 months ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
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