Wealth Management Services Dallas TX

Address

5005 LBJ Freeway #1313
Dallas, TX 75244

Contact

Phone: 972.661.4600

Who We Serve

Individuals

Hours

Mon–Fri, 8:00 am–5:00 pm

Additional Info

Client Portal New Orleans Office San Antonio Office

See Nearby Locations

Dallas, TX (Sherry Lane)

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

Dallas

LBJ Freeway

Since our founding, CAPTRUST has been committed to giving our clients objective, research-backed financial and investment advice. Our advisors are more than capable of helping you make the right calls for your portfolio. Reach out to our third Dallas CAPTRUST office to see how we can work together to accomplish your financial goals.

Our Team

Barron D. Beal

Principal

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Philip M. de Bruyn

Principal

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Daniel T. Drake

Principal

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Thomas S. Gile

Principal

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Anthony Harvot

Financial Advisor,
Relationship Manager

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We are committed to growth through strategic partnerships that align with our core values and enhance our ability to serve our clients’ diverse needs.

Fielding Miller