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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

Retirement Plans

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The Importance of Fiduciary Training

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Resources

2 months ago

Market Update | January 2023

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Resources

2 months ago

Charting a Course for 2023

In this edition of Investment Strategy, Sam Kirby of...

Wealth Management

3 months ago

VESTED Voices: Joshua Becker

In this video, get to know Things That Matter author...

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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