1 week ago
CAPTRUST Named to Barron’s 2023 Top RIA List
CAPTRUST ranks seventh on Barron’s prestigious Top RIA list for...
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New Orleans, LA
Energy Centre, 1100 Poydras Street #1350
New Orleans,
LA
70163
Phone: 504.207.8555
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
Wealth Management
Institutional Retirement
Our Team
CAPTRUST’s New Orleans-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.
R. Ryan Adkerson
Vice President,
Financial Advisor
Michael H. deYoung
Vice President,
Financial Advisor
Bryan W. Fitzpatrick
Principal,
Financial Advisor
Sheridan B. Grace
Financial Advisor,
Relationship Manager
Odom B. Heebe, Jr.
Vice President,
Financial Advisor
Edwin “Rod” Rodriguez, Jr.
Principal,
Financial Advisor
Richard Rodriguez
Vice President,
Financial Advisor
Mariska Witt Roney, CPA
Director,
Tax
Andrew B. Wisdom
Principal,
Financial Advisor
Luis C. Zervigon, CFP®
Principal,
Financial Advisor
News & Resources
Announcements
Endowments & Foundations
2 months ago
Mission or Values: Which Comes First?
To chart a course, it helps to have a compass....
Resources
2 months ago
Never Say Never
The classic 1982 film Never Say Never Again marked Sean...
Retirement Plans
3 months ago
Managing Institutional Cash, Asset Pools, and Reserves
If properly managed, Institutional Asset Pools (IAPs), like cash reserves...
