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Raleigh_Blue

4208 Six Forks Rd #1700
Raleigh, NC 27609

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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

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.

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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.

Advisor

Jeremy Altfeder, CFP®

Vice President,
Financial Advisor

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Advisor

Edward Paul Bock II, QKA, CEBS, QPFC

Financial Advisor,
Advice & Wellness

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Advisor

Hugh Wilson Cole III (Trae), CFP®

Financial Advisor,
Wealth Management

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Advisor

Johnny C. Garrett, Jr., ARPS

Principal,
Financial Advisor

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Advisor

Michael Henderson, CPA

Vice President,
Financial Advisor

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Advisor

Donn A. Johnston, CFP®

Vice President,
Financial Advisor

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Advisor

Donn A. Johnston, Jr., CFP®

Vice President,
Financial Advisor

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Advisor

BJ (Betty Jean) Jones, AIF®

Financial Advisor,
Advice & Wellness

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Advisor

Todd L. Jones, AIF®, ARPS, CFP®

Principal,
Financial Advisor

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Advisor

Wat Keys, CFP®, CRPS®

Vice President,
Financial Advisor

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Advisor

Che-Che S. McCrimmon, CPFA

Financial Advisor,
Relationship Manager

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Advisor

Mark T. Medlin, AIF®, CPA

Principal,
Financial Advisor

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Advisor

Brian Pollard, CFP®, CLU®, CWS®

Vice President,
Financial Advisor

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Advisor

Traynor Reitmeier, ARPS

Vice President,
Financial Advisor

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Advisor

Abigail J. C. Russell, ARPS

Vice President,
Financial Advisor

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Advisor

Heidi Spencer

Senior Financial Advisor,
Relationship Manager

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Advisor

Daniel A. Summerlin, CFA®

Senior Vice President,
Financial Advisor

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Contact Us

How can we help?

Raleigh, NC

4208 Six Forks Rd #1700
Raleigh, NC 27609