1 week ago
An Update on the Debt Ceiling
As the U.S. debt ceiling takes over the headlines, this...
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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
Resources
Resources
1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
Resources
3 months ago
Market Thoughts 3.13.2023
Two recent bank closures have put investors on high alert...
Announcements
3 months ago
Five College Students Awarded CAPTRUST Scholarship
CAPTRUST selected five students to receive the Fall 2022 CAPTRUST...
