Contact

Phone: 704.927.0360

Hours

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

Endowments & Foundations
Individuals
Retirement Plan Sponsors

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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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.

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CAPTRUST
Financial Advisors Charlotte, NC

While our CAPTRUST offices have spread far beyond North Carolina, we’re strongly rooted in the state. One of our many North Carolina offices is located here in the Queen City. We’re proud to offer Charlotte, NC with our financial planning expertise and objective approach. Get started today.

Our Team

William B. Blair

Senior Vice President,
Financial Advisor

Michael E. Blair

Principal,
Financial Advisor

David Eller

Charles Land Hite, Jr.

Principal,
Financial Advisor

Robert A. Jones

Principal,
Financial Advisor

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We pride ourselves on serving our clients in every stage of their lives. To do so, our diverse and multi-talented team provides financial, tax, and estate planning, as well as investment management.
George Kroustalis

Resources

Get Informed

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