Address

100 Colonial Center Parkway Suite 220
Lake Mary, FL 32746

Contact

Phone: 407.878.1229

Who We Serve

Individuals & Families Retirement Plan Sponsors

Hours

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Individuals & Families

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.

Explore Our Services

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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.

Explore Our Services

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CAPTRUST

Lake Mary

As trusted investment experts, our advisors provide best-in-class fiduciary services to each of our clients. Our commitment to integrity-centered advising keeps your financial goals at the forefront of everything we do. Discover investment opportunities with the support from our highly specialized team.

Our Team

Taylor Bauerle

Principal,
Financial Advisor

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Dan DiGiacomo

Principal,
Financial Advisor

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Sydney Jennings

Senior Associate,
Relationship Manager

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Naomi Soto

Vice President | Financial Advisor

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At CAPTRUST, we work with high-net-worth individuals and families who need more than just a money manager. We provide the total package of tax, retirement, estate, and risk planning—along with investment management—to help our clients navigate life’s milestones and feel comfortable about their financial future.

Taylor Bauerie