Contact

Phone: 214.622.6020

Hours

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

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Individuals
Retirement Plan Sponsors

Individuals

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.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

Explore Our Services

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CAPTRUST
Dallas

With a breadth of expertise and access to extensive resources, CAPTRUST’s commitment to excellence stands true for Dallas residents. Work towards achieving your financial goals with the support and guidance of our experts. Connect with our first local Dallas office to get started today.

Our Team

Brandon Martineson

Financial Advisor,
Relationship Manager

David W. Mize

Vice President,
Financial Advisor

John A. Pickett

Senior Vice President,
Financial Advisor

Tanya Runyon

Financial Advisor

Travis Whitten

Principal,
Financial Advisor

At CAPTRUST Dallas, we specialize in helping retirement plan sponsors navigate multiple, complex plans. We especially enjoy partnering with clients that deeply care about their employees and want to create the best possible plan for their participants.
Travis Whitten

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.