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New Orleans, LA

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Energy Centre, 1100 Poydras Street #1350
New Orleans, LA 70163

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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.

Advisor

Sheridan B. Grace

Financial Advisor,
Relationship Manager

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Advisor

Edwin “Rod” Rodriguez, Jr.

Principal,
Financial Advisor

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New Orleans, LA

Energy Centre, 1100 Poydras Street #1350
New Orleans, LA 70163