Contact
Phone: 703.535.5300
Who We Serve
Hours
Mon–Fri, 8:30 am–5:00 pm
Alexandria, VA
Our Alexandria-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.
Upcoming Events
For Future Clients:
Register for one of our upcoming seminars offered through The Prepare Institute. To find a seminar that one of our skilled Financial Advisors will lead, please search “Virginia” in the “Keyword” box, after clicking the link below.
Register for our upcoming seminar.
For Current Clients:
February 5, 2026: 2025 Q4 Market Update Webinar
June 25, 2026: Shred Event & Happy Hour
July 16, 2026: Mid-Year Market Update Webinar
October 2, 2026: Life Beyond Numbers Expo
November 24, 2026: Toys for Tots Pie Drive
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.
CAPTRUST
Alexandria
The team in Alexandria focuses on providing comprehensive financial and retirement plans as a part of every relationship. We believe that our client-centric approach is the right way to guide clients on their financial journeys. For added convenience, our advisors are also available by appointment in Reston, VA and Chevy Chase, MD.
Our Team
Andrew Ataras
Financial Advisor | Relationship Manager
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Nathan (Nate) Blumenschein
Vice President | Financial Advisor
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Lahari Bucchammolla
Senior Associate | Business Development
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Kelly Campbell
Principal | Financial Advisor
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Rich Clement
Senior Financial Advisor
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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.