2 weeks ago
CAPTRUST Named to Barron’s 2023 Top RIA List
CAPTRUST ranks seventh on Barron’s prestigious Top RIA list for...
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Wilmington, NC
5535 Currituck Drive
#110
Wilmington,
NC
28403
Phone: 910.839.6584
Mon - Thur, 8:00 am-5:00 pm
Fri, 8:00 am-4:00 pm
Wealth Management
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.
Buck Beam
Senior Vice President,
Financial Advisor
Steve Coggins, AIF®
Principal,
Financial Advisor
Evan Cumalander
Vice President,
Financial Advisor
Vinton E. Fountain, III
Principal,
Financial Advisor
Brice Gibson
Vice President,
Financial Advisor
David R. Hartness, AIF®, CFP®, ChFC®, CLU®
Principal,
Financial Advisor
Sarah M Haynes
Senior Consultant
Lil Mercer
Vice President,
Financial Advisor
Cleve Nordeen
Vice President,
Financial Advisor
Christopher M. Riley, CFP®
Senior Vice President,
Financial Advisor
Thompson Schollaert
Associate,
Relationship Manager
Robert F. Warwick, CPA
Financial Advisor
Susan S. Willett, CFP®, CTFA
Vice President,
Financial Advisor
News & Resources
Announcements
Wealth Management
2 months ago
VESTED Voices: Bob McCutcheon
In 2018, Bob McCutcheon returned to his lifelong passion for...
Endowments & Foundations
2 months ago
Mission or Values: Which Comes First?
To chart a course, it helps to have a compass....
Resources
3 months ago
Never Say Never
The classic 1982 film Never Say Never Again marked Sean...
