Close Menu - + Search Play Video Play Video Facebook Instagram LinkedIn Twitter Vimeo Clock
Back to all locations
Tampa_Blue

400 North Tampa St. Suite 1800
Tampa, FL 33602

Directions

Phone: 813.218.5000

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

Wealth Management
Institutional Retirement
Endowments & Foundations

Our Team

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

Advisor

R. Chase Burkhart, CFP®

Vice President,
Financial Advisor

View Profile
Advisor

Kyle Campbell, CFA®, CAIA®

Financial Advisor,
Relationship Manager

View Profile
Advisor

Jeb Graham, CEBS, CIMA®, CPFA

Principal,
Financial Advisor

View Profile
Advisor

John J. Griffith, Jr., AIF®, CPC

Principal,
Financial Advisor

View Profile
Advisor

Shale W. Latter, CPFA

Vice President,
Financial Advisor

View Profile
Advisor

R. Scott Lowke, AIF®, CFP®

Principal,
Financial Advisor

View Profile
Advisor

Samuel (Bo) Perry, Jr., CFP®

Principal,
Financial Advisor

View Profile
Advisor

Robert F. Piccirilli, CAIA®, CIMA®

Principal,
Financial Advisor

View Profile
View All News and Resources

Contact Us

How can we help?

Tampa, FL

400 North Tampa St.
Suite 1800
Tampa, FL 33602
Phone 813.218.5000