Tampa, FL

Tampa, FL

Our team of financial advisors based in Tampa, FL offer solutions for individuals, retirement plan sponsors, endowments, and foundations.

Talk to an Expert

Address

400 North Tampa St #1800
Tampa, FL 33602

Contact

Phone: 813.218.5000

Who We Serve

Endowments & Foundations Individuals Retirement Plan Sponsors

Hours

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 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

Tampa

CAPTRUST’s Tampa financial advisors provide advising and management services for individuals and institutions alike. Establish the right retirement plan for your employees or explore wealth management services. Whatever your unique needs, our financial planners put you first with unbiased advice.

Our Team

Eric W. Bailey

Principal,
Head of Endowments & Foundations

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R. Chase Burkhart

Vice President,
Financial Advisor

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Kyle Campbell

Financial Advisor,
Relationship Manager

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Joe DeBello

Vice President,
Financial Advisor

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Matt R. Doyle

Principal,
Financial Advisor

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The Tampa team is committed to serving our clients, colleagues, and community. We live and breathe this part of the CAPTRUST mission statement.

Eric Bailey

Resources

Get Informed

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

Investment Committee Best Practices for Nonprofits

Retirement Plan Services

Episode 70: Accenture and Retirement Recordkeeping

Wealth Management

Planned Giving Strategies for Individuals

Developing an Investment Policy Statement for Retirement Plan Sponsors

Wealth Management

Market Thoughts: 2024 Election

Retirement Plan Services

IRS Announces 2025 Retirement Plan Limitations

Retirement Plan Services

Fiduciary Update | November 2024

Building a Diverse Board Pipeline

Retirement Plan Services

Cyber Risk and Cyber Security for Retirement Plan Sponsors

Creating Nonprofit Investment Policy Statements (IPS)