Address
Non-branch Location
Lexington, KY 40509
Contact
Phone: 859.286.1040
Hours
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
CAPTRUST’s Lexington-based office specializes in solutions for retirement plan sponsors.
Non-branch Location
Lexington, KY 40509
Phone: 859.286.1040
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
Our expert team is passionate about helping clients in the Lexington, KY area with their retirement plan needs. Plus, our national network of CAPTRUST financial advisors ensures we can support your additional financial goals.
Senior Financial Advisor
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