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Wilmington, NC

Address

2601 Iron Gate Drive #201
Wilmington, NC 28412

Directions

Contact

Phone: 910.791.1437

Hours

Mon–Thur, 8:30 am–5:00 pm
Fri, 8:30 am–4:00 pm

Specialties

Wealth Management

Introduction

For wealth management clients, CAPTRUST offers a best-in-class experience, thanks to the firm’s centralized model, which is supported by highly specialized talent with deep expertise. Tune in to see the suite of resources CAPTRUST’s wealth advisors have available to them—from industry-leading cybersecurity and centralized trading to performance reporting tools and wealth planning technology like WealthView.

Our Team

CAPTRUST’s Wilmington (Iron Gate Drive)-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.

Steve Coggins, AIF®

Principal,
Financial Advisor

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Evan Cumalander

Vice President,
Financial Advisor

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David R. Hartness, AIF®, CFP®, ChFC®, CLU®

Principal,
Financial Advisor

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Sarah M Haynes

Senior Consultant

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Lil Mercer

Vice President,
Financial Advisor

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Cleve Nordeen

Vice President,
Financial Advisor

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Susan S. Willett, CFP®, CTFA

Vice President,
Financial Advisor

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News & Resources

Resources

2 months ago

Investors in Limbo as Fed and Markets Clash

Investors entered the opening quarter of 2023 on the edge...

Resources

2 months ago

Market Update | April 2023

Despite dramatic headlines this quarter, markets have delivered modest results....

Retirement Plans

4 months ago

The Importance of Fiduciary Training

Fiduciary responsibilities for retirement plan sponsors are complex and ever...

Resources

5 months ago

Market Update | January 2023

A year ago, markets were coming off one of the...

View All News and Resources

Contact Us

How can we help?

Wilmington, NC (Iron Gate Drive)

2601 Iron Gate Drive #201

Wilmington, NC 28412

Phone 910.791.1437

Map | Directions