2 months ago
Market Thoughts 5.6.2022
After one of the worst trading days in 2022, it’s...
Back to all locations
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
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 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
Resources
Resources
2 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
Resources
4 months ago
After Buildup, Russia Invades Ukraine
After several weeks of buildup and anticipation, Russia launched a...
Resources
5 months ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
Contact Us
How can we help?
