Financial Advisors

Richard Rodriguez is a wealth management financial advisor based in New Orleans, LA.

CAPTRUST welcomed Richard in 2021, and he currently serves as a vice president and financial advisor. In this role, he provides retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and business owners.

Richard joined CAPTRUST from Crescent Capital Consulting, where he worked as an investment management consultant. He earned a Bachelor of Business Administration degree in marketing from the University of Mississippi.

As an active member of the community, Richard proudly sits on the boards of WYES, City Park of New Orleans, and the Gustaf W. McIlhenny Foundation. In his free time, he enjoys exploring new parts of the city, traveling, cooking, and real estate development.