Address

Energy Centre, 1100 Poydras Street #1350
New Orleans, LA 70163

Contact

Phone: 504.207.8555

Who We Serve

Individuals

Hours

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

See Nearby Locations

New Orleans (601 Poydras Street)

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.

Explore Our Services

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CAPTRUST

New Orleans Financial Advisors

Welcome to our first wealth management New Orleans office. We’re home to financial experts equipped with the deep expertise needed to manage your assets and complex accounts. Plus, with an industry-leading ethical code, we provide our clients with objective services they can trust.

Our Team

R. Ryan Adkerson

Vice President,
Financial Advisor

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Michael H. deYoung

Vice President,
Financial Advisor

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Bryan W. Fitzpatrick

Principal,
Financial Advisor

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Sheridan B. Grace

Financial Advisor,
Relationship Manager

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Dickson Griswold

Senior Vice President,
Financial Advisor

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We are financial services experts who share a cultural love of our neighbors, towns, churches, and civic and philanthropic institutions. We serve as volunteers and board members for various nonprofits and understand that we can all support each other and all benefit together. Realizing that an investment management business can thrive while also satisfying these community goals is a reflection of CAPTRUST’s culture.

Bryan Fitzpatrick