7 days ago
Episode 52: Millennials and Retirement with Katie Gatti Tassin
In this episode, Scott Matheson and Jennifer Doss talk with...
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Raleigh, NC
4208 Six Forks Rd #1700
Raleigh,
NC
27609
Phone: 919.870.6822
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
Institutional Retirement
Wealth Management
Endowments & Foundations
Our Team
CAPTRUST’s Raleigh-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, wealth management services to high-net-worth individuals, business owners, families, and endowments and foundations of nonprofits.
Brandon C. Aber, CFP®
Financial Advisor
Jeremy Altfeder, CFP®
Vice President,
Financial Advisor
Edward Paul Bock II, CFEI, CEBS, QPFC
Financial Advisor,
Advice & Wellness
Erica Blomgren
Vice President,
Financial Advisor
Keaton Brewer
Vice President,
Financial Advisor
Tyler Chestnut
Financial Advisor,
Advice and Wellness
Will Chitwood
Vice President,
Financial Advisor
Hugh Wilson Cole III (Trae), CFP®
Financial Advisor,
Wealth Management
Ellen Crowley
Vice President,
Financial Advisor
Heather Darcy, CPFA
Vice President,
Financial Advisor
John R. Davenport, CFA®
Senior Vice President,
Financial Advisor
Chad Day, CFP®
Vice President,
Financial Advisor
Bob Eagle, CMFC®, CRPS®
Senior Financial Advisor
Shaun Eskamani
Principal,
Financial Advisor
Patrick Flint, PPC®
Vice President,
Financial Advisor
Johnny C. Garrett, Jr., ARPS
Principal,
Financial Advisor
Ted Garza
Financial Advisor,
Advice & Wellness
R. Michael Gray
Principal,
Financial Advisor
Ronald A. Heath
Financial Advisor,
Advice & Wellness
Michael Henderson, CPA
Vice President,
Financial Advisor
Donn A. Johnston, CFP®
Senior Vice President,
Financial Advisor
Donn A. Johnston, Jr., CFP®
Vice President,
Financial Advisor
BJ (Betty Jean) Jones, AIF®
Financial Advisor,
Advice & Wellness
Todd L. Jones, AIF®, ARPS, CFP®
Principal,
Financial Advisor
Jack Kenney
Financial Advisor,
Advice & Wellness
Wat Keys, CFP®, CRPS®
Financial Advisor,
Retirement Services
Ryan Leach
Vice President,
Financial Advisor
Matthew Leggett, CFP®
Senior Financial Advisor
Bryan T. Lewis
Financial Advisor,
Advice & Wellness
Daniel M. Lowe
Senior Financial Advisor
John S. Martin, AIF®
Principal,
Financial Advisor
Clay Matthews
Financial Advisor,
Advice & Wellness
Mark T. Medlin, AIF®, CPA
Principal,
Financial Advisor
Kevin Monroe
Senior Financial Advisor
Taylor Nowell
Financial Advisor
Shalethia Patton
Financial Advisor,
Advice & Wellness
Brian Pollard, CFP®, CLU®, CWS®
Senior Vice President,
Financial Advisor
Anne H. Reed, CFP®
Financial Advisor
Traynor Reitmeier, ARPS
Vice President,
Financial Advisor
Abigail J. C. Russell, ARPS
Senior Vice President,
Financial Advisor
Brent Simpson, CIMA®, AIF®, CRPS®
Financial Advisor,
Relationship Manager
Briana Smith, CFP®
Financial Advisor
Heidi Spencer
Senior Financial Advisor,
Relationship Manager
Jason F. Stanicek, CRPS®
Principal,
Financial Advisor
Jon E. Strickland, AIF®
Principal,
Financial Advisor
Daniel A. Summerlin, CFA®
Principal,
Financial Advisor
James R. Talton, III
Principal,
Financial Advisor
Kyle L. Tucker, CFP®
Principal,
Financial Advisor
Kathleen Whitmore
Financial Advisor,
Advice & Wellness
News & Resources
Retirement Plans
Endowments & Foundations
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Nonprofits need partners to help them meet their investment, spending,...
