Contact
Phone: 615.750.1563
Hours
Mon–Fri, 8:30 am–5:00 pm
CAPTRUST’s Nashville-based advisors provide comprehensive wealth management and investment advisory services to clients of all types.
Phone: 615.750.1563
Mon–Fri, 8:30 am–5:00 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.
Invest in your financial success with our wide selection of advisory services that keep your needs top-of-mind. We embrace our role as trusted advisors, helping you navigate custom solutions for your unique financial goals. Discover the CAPTRUST difference when you connect with your local expert today.
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Financial Advisor
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