Individuals & Families

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

A couple in a red convertible driving down a country road.
CAPTRUST
San Antonio
North Loop #260

Supported by a nationwide network of financial experts, our advisors are more than ready to handle your complex financial needs with the care they deserve. We’ve built our reputation on meeting and exceeding our clients’ expectations. Get in touch with your local CAPTRUST office to learn more about how we can accomplish your financial goals.

Our Team

Raquel Cruz

Financial Advisor,
Relationship Manager

Ryan R. Griffin

Vice President,
Financial Advisor

Matt Huggins

Vice President,
Financial Advisor

Melissa M. Johnson

Vice President,
Financial Advisor

Dick Jones

Managing Principal

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Innovation and entrepreneurship are at the heart of everything we do. We continuously seek out new ways to serve our clients and improve our operations.
Fielding Miller

Resources

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From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.