Address

One Commerce St #800
Montgomery, AL 36104

Contact

Phone: 334.272.1192

Who We Serve

Endowments & Foundations Individuals Retirement Plan Sponsors

Hours

Mon - Thur, 8:00 am-5:00 pm
Fri, 8:00 am-4:00 pm

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

Montgomery

Montgomery has a storied history in standing up for what’s right. At CAPTRUST, we relate to holding yourself to a high standard of ethics. As a distinguished leader in financial advising, we’re happy to bring our expertise to a localized level. Take steps towards achieving your financial goals by working with one of our experts.

Our Team

M. Alan Bishop, Jr.

Vice President,
Financial Advisor

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Rob A. Godwin

Principal,
Financial Advisor

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Oliver L. Haynes III

Principal,
Financial Advisor

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Brian S. Mitchell

Principal,
Financial Advisor

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Edward V. Welch, Jr.

Managing Director,
Head of Wealth Management

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We believe it’s important to meet clients where they are in life. Understanding what clients value and helping them align their financial actions with their goals is at the center of our client experience.

Alan Bishop