1 month ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
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6305 Waterford Blvd, #120
Oklahoma City,
OK
73118
Phone: 405.810.7730
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
Wealth Management
Institutional Retirement
Endowments & Foundations
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 Oklahoma City-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and endowments and foundations of nonprofits, as well as investment advisory services to fiduciaries of corporate retirement plans.
Scott Duncan, CFP®, CLU®, CHFC®
Senior Vice President,
Financial Advisor
Karl J. Eggerss
Principal,
Financial Advisor
Donna Herndon
Senior Associate,
Relationship Manager
Oliver Norman, CFP®, CHFC®, CLU®, CDFA®
Vice President,
Financial Advisor
CAPTRUST for Individuals
Enriched Radio Show
Tune in to the KOKC AM 1520 and FM 95.3 radio show, featuring Karl Eggerss and Oliver Norman on Saturdays at 9:00 a.m.
Creating Richer Lives Podcast
Hosted by Karl Eggerss
Welcome to “Creating Richer Lives”, where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. It’s time to redefine what it means to have a richer life.
News & Resources
Resources
Resources
4 months ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
Wealth Management
7 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
Resources
7 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
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