At our Brentwood office, our advisors are dedicated to serving a diverse group of clients. We provide comprehensive wealth management and investment advisory services to high-net-worth individuals, business owners, and families. Additionally, we offer specialized fiduciary guidance for corporate retirement plan sponsors and leaders of endowments and foundations.
Phone: 615.377.1177
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
We help nonprofit leaders advance their missions through a range of financial services. From committee education and donor development to OCIO services, performance reporting, and investment management, we provide the tools you need to succeed.
Our financial advisors are prepared to assist you with every aspect of your financial life. We provide tailored wealth planning, portfolio management, family governance, and philanthropic strategies to help you reach your specific goals.
We partner with thousands of organizations to help them deliver competitive retirement benefits. We offer a full suite of services, including 3(21), 3(38), and OCIO services, as well as fiduciary partnerships, plan design optimization, and financial wellness programs.
Ready to build the foundation for your financial future? Partner with the wealth management advisors at CAPTRUST. Our trusted experts are committed to helping you solve your unique financial challenges. Our centralized model empowers our advisors to provide comprehensive, end-to-end support for every client. Connect with our Brentwood CAPTRUST office today to begin.
Principal | Financial Advisor
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Principal | Financial Advisor
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Principal | Financial Advisor
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Senior Specialist | Financial Planning
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Senior Financial Advisor
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