Brentwood, TN

Address

5314 Maryland Way #300
Brentwood, TN 37027

Contact

Phone: 615.377.1177

Who We Serve

Endowments & Foundations Individuals

Hours

Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm

See Nearby Locations

Nashville, TN

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

Explore Our Services

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Individuals

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

Explore Our Services

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CAPTRUST

Brentwood

Establish the foundations for your financial future when you partner with wealth management advisors at CAPTRUST. As trusted experts, we’re committed to helping you achieve your unique financial challenges. Through our centralized model, our advisors are empowered to provide end-to-end support for each client—an unmatched service within the industry. Connect with your Brentwood CAPTRUST office today to get started.

Our Team

Jefferson Adcock

Principal,
Financial Advisor

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Matt Bader

Principal,
Financial Advisor

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Wade Bilbrey

Specialist,
Financial Planning

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Brad Caldwell

Principal,
Financial Advisor

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Mary Clapp

Senior Specialist,
Financial Planning

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Our team takes a holistic approach to financial planning. That means balancing the technical aspects of wealth management with respect for the client’s emotional side too. We do this because we understand the way a person’s feelings can impact their relationship with money and their ability to successfully execute a financial plan.

Gary Dean