Contact
Phone: 405.810.7730
Hours
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
CAPTRUST’s Oklahoma City-based advisors specialize in providing wealth management services to high-net-worth individuals, business owners, and families.
Phone: 405.810.7730
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
Our Oklahoma City advisors support nonprofit institutions with tailored services—from investment oversight and OCIO support to performance reporting and development-focused financial planning—to help fulfill their long-term missions.
Whether you’re navigating a liquidity event, planning your estate, or seeking guidance on charitable giving, our local team offers comprehensive wealth strategies designed to meet the unique needs of Oklahoma families and individuals.
We help Oklahoma-based employers enhance their retirement plans with fiduciary services under 3(21) and 3(38), OCIO options, plan structure analysis, and wellness-focused financial education for plan participants.
At CAPTRUST, we pride ourselves on our commitment to exceeding the expectations of our clients. Through our values-based approach, we foster a best-in-class experience that keeps your unique financial goals at the forefront of everything we do. Ready to work with an industry expert? Get started at your local CAPTRUST office today.
Principal,
Financial Advisor
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Senior Vice President,
Financial Advisor
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