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Orlando, FL

Address

801 International Pkwy 5th Floor
Lake Mary, FL 32746

Directions

Contact

Phone: 407.505.4556

Hours

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Specialties

Institutional Retirement
Wealth Management

Introduction

CAPTRUST’s retirement plan clients benefit from the firm’s centralized model, which is supported by a deep bench of highly specialized talent. Learn about the suite of resources CAPTRUST’s institutional advisors leverage to create a best-in-class client experience, including investment manager due diligence, customized participant advice, vendor analysis, and the latest in cybersecurity.

Our Team

CAPTRUST’s Orlando-based advisors specialize in providing comprehensive investment advisory services to fiduciaries of corporate retirement plans, as well as wealth management services to high-net-worth individuals, business owners, and families.

Taylor Bauerle

Principal,
Financial Advisor

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Dan DiGiacomo

Principal,
Financial Advisor

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News & Resources

Announcements

3 days ago

31 CAPTRUST Teams Named to 2022 NAPA Top DC Advisor Teams List

The National Association of Plan Advisors (NAPA) named 31 CAPTRUST...

Announcements

3 weeks ago

Five College Students Awarded CAPTRUST Scholarship

CAPTRUST selected five students to receive the Fall 2022 CAPTRUST...

Announcements

4 weeks ago

CAPTRUST Unveils Findings from Fifth Annual Endowment & Foundation Survey

Firm Launches Nonprofit-focused Podcast: Mission +...

Announcements

2 months ago

The CAPTRUST Community Foundation Announces $1,138,442 in Donations for 2022

The CCF Also Announces 2023...

View All News and Resources

Contact Us

How can we help?

Orlando, FL

801 International Pkwy

5th Floor

Lake Mary, FL 32746

Phone 407.505.4556

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