2 days ago
VESTED, Fall 2019
We are pleased to announce that the Fall 2019 issue...
Back to all locations
801 International Parkway,
Fifth Floor
Lake Mary,
FL
32746
Phone: 407.505.4556
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm
Institutional Retirement
Endowments & Foundations
Our Team
The Lake Mary office specializes in providing retirement plan advisory services to institutional fiduciaries and holistic investment advisory services to high-net-worth individuals and families, higher education and nonprofit clients.
Dan DiGiacomo
Senior Vice President,
Financial Advisor
News & Resources
Announcements
Announcements
3 days ago
Financial Times Names 23 CAPTRUST Advisors to Top 401 List
The list recognizes the top financial advisors who specialize in...
Announcements
4 months ago
VESTED, Summer 2019
We are pleased to announce that the Summer 2019 issue...
Wealth Management
6 months ago
Market Update | April 2019
In this video CAPTRUST CIO Kevin Barry reminds us that...
Contact Us
How can we help?
Lake Mary, FL
801 International Parkway,
Fifth Floor
Lake Mary, FL 32746
Phone 407.505.4556