Contact
Phone: 314.762.6800
Hours
Mon–Fri, 8:30 am–5:00 pm
Our team of experts provide comprehensive wealth management and investment advisory solutions.
Phone: 314.762.6800
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.
Our Chesterfield-based team of advisors strives to support every client with industry-leading expertise. CAPTRUST’s centralized model boasts a breadth of ready-to-use resources that our advisors employ for the best client experience. Connect with our local CAPTRUST office today to get started.
Senior Vice President,
Financial Advisor
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Senior Vice President,
Financial Advisor
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