CAPTRUST’s Brentwood-based advisors specialize in providing comprehensive wealth management services to high-net worth individuals, business owners, families, as well as investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits.
Phone: 615.377.1177
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.
Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
Establish the foundations for your financial future when you partner with wealth management advisors at CAPTRUST. As trusted experts, we’re committed to helping you achieve your unique financial challenges. Through our centralized model, our advisors are empowered to provide end-to-end support for each client—an unmatched service within the industry. Connect with your Brentwood CAPTRUST office today to get started.
Principal,
Financial Advisor
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Principal,
Financial Advisor
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Specialist,
Financial Planning
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Principal,
Financial Advisor
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Senior Specialist,
Financial Planning
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