2 weeks ago
How RIA owners are thinking about M&A
The unprecedented events and market volatility of the last few...
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4208 Six Forks Rd.
Suite 1700
Raleigh,
NC
27609
Phone: 800.216.0645
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm
Wealth Management
Institutional Retirement
Endowments & Foundations
Our Team
Our Raleigh-based advisors specialize in providing retirement plan advisory services to corporate fiduciaries, comprehensive wealth management services to high-net-worth investors and corporate executives, and investment advisory services to endowments and foundations.
Brandon Aber
Financial Advisor
Jeremy Altfeder, CFP®
Senior Financial Advisor
Keaton Brewer
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
Chad Day, CFP®
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
R. Michael Gray
Principal,
Financial Advisor
Michael Henderson, CPA
Vice President,
Financial Advisor
Donn A. Johnston, CFP®
Vice President,
Financial Advisor
Donn A. Johnston, Jr., CFP®
Vice President,
Financial Advisor
Todd L. Jones, AIF®, ARPS, CFP®
Principal,
Financial Advisor
Wat Keys, CFP®, CRPS®
Vice President,
Financial Advisor
Ryan Leach
Vice President,
Financial Advisor
Daniel M. Lowe
Senior Financial Advisor
Patrick Marlatt
Senior Vice President,
Financial Advisor
John S. Martin, AIF®
Principal,
Financial Advisor
Che-Che S. McCrimmon
Financial Advisor,
Relationship Manager
Mark T. Medlin, AIF®, CPA
Principal,
Financial Advisor
Kevin Monroe
Senior Financial Advisor
Taylor Nowell
Financial Advisor
Brian Pollard, CFP®, CLU®, CWS®
Vice President,
Financial Advisor
Anne H. Reed, CFP®
Financial Advisor
Traynor Reitmeier, ARPS
Vice President,
Financial Advisor
Abigail J. C. Russell, ARPS
Vice President,
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®
Senior Vice President,
Financial Advisor
James R. Talton, III
Senior Vice President,
Financial Advisor
Kyle L. Tucker, CFP®
Principal,
Financial Advisor
News & Resources
M&A
Retirement Plans
3 weeks ago
Missing Participants
In our latest video, CAPTRUST institutional services guru Pete Ruffel...
Announcements
4 weeks ago
CAPTRUST Announces Addition of $1.6 Billion Firm, Lakeside Wealth Management
Lakeside provides retirement plan design, investment management, and participant education...
Announcements
4 weeks ago
CAPTRUST Ranks on Local Financial Services Lists
The local lists are specific to Tampa, Florida, and Birmingham,...
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