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Wilmington, NC

Wilmington-Film

5535 Currituck Drive #110
Wilmington, NC 28403

Directions

Phone: 910.839.6584

Mon - Thur, 8:00 am-5:00 pm
Fri, 8:00 am-4:00 pm

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-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families. Our skilled advisors provide clients with the knowledge, experience, and judgment they need to make effective financial decisions.

Advisor

Buck Beam

Senior Vice President,
Financial Advisor

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Advisor

Vinton E. Fountain, III

Principal,
Financial Advisor

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Advisor

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

Principal,
Financial Advisor

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Advisor

Christopher M. Riley, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Thompson Schollaert

Associate,
Relationship Manager

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Advisor

Susan S. Willett, CFP®, CTFA

Vice President,
Financial Advisor

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Contact Us

How can we help?

Wilmington, NC

5535 Currituck Drive
#110
Wilmington, NC 28403