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Dayton_Blue

7812 McEwen Road,
Suite 400
Dayton, OH 45459

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Phone: 937.223.0600

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

Wealth Management

Our Team

The CAPTRUST Dayton office specializes in providing retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and business owners.

Advisor

Kathleen Carlson, CFA®

Vice President,
Financial Advisor

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Advisor

Ryan W. Lee, CFP®

Vice President,
Financial Advisor

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Dayton, OH

7812 McEwen Road,
Suite 400
Dayton, OH 45459
Phone 937.223.0600