Contact

Phone: 407.878.1229

Hours

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

Individuals
Retirement Plan Sponsors

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
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

Dan DiGiacomo

Principal,
Financial Advisor

Sydney Jennings

Senior Associate,
Relationship Manager

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

Resources

Get Informed

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