1 week ago
The Importance of Fiduciary Training
Fiduciary responsibilities for retirement plan sponsors are complex and ever...
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
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
Retirement Plans
Announcements
3 weeks ago
The CAPTRUST Community Foundation Announces $1,138,442 in Donations for 2022
The CCF Also Announces 2023...
Resources
3 weeks ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Retirement Plans
2 months ago
Healthcare Savings in Retirement
As a plan sponsor, it’s important to not only assist...
