Wealth Management Services New Orleans LA

Address

601 Poydras Street #1855
New Orleans, LA 70130

Contact

Phone: 504.799.3170

Who We Serve

Individuals

Hours

Mon–Fri, 8:00 am–5:00 pm

Additional Info

Client Portal Dallas Office San Antonio Office

See Nearby Locations

New Orleans, LA

Individuals

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

Explore Our Services

A couple in a red convertible driving down a country road.

CAPTRUST

New Orleans

Poydras St

You expect the best—and CAPTRUST delivers with research-backed financial and investment advice tailored to your specialized needs. We have a longstanding history of working with NOLA clients to identify the best actions for their finances, adding a second office to meet demand. Learn how we can work alongside you to further your financial goals with a quick call to your local CAPTRUST team.

Our Team

Taylor J. Billings

Financial Advisor,
Relationship Manager

View Profile

Tara Fuselier

Vice President,
Financial Advisor

View Profile

Katie M. Gibert

Principal

View Profile

Luke M. Hayes

Financial Advisor,
Relationship Manager

View Profile

Jeremy T. Head

Principal

View Profile

View All

To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That’s the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.

Fielding Miller