Address

5535 Currituck Drive #110
Wilmington, NC 28403

Contact

Phone: 910.839.6584

Who We Serve

Individuals & Families

Hours

Mon–Thur, 8:30 am-5:00 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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CAPTRUST

Wilmington

The best financial decisions are made with the appropriate knowledge, expertise, and support from a team of industry-leading advisors. At CAPTRUST, we offer just that. Our comprehensive approach to wealth management guides our clients towards achieving their financial goals—no matter their unique challenge or situation. Connect with your local CAPTRUST advisor today to learn more about our advisory services.

Our Team

Buck Beam

Senior Vice President,
Financial Advisor

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Steve Coggins

Principal,
Financial Advisor

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Evan Cumalander

Senior Vice President,
Financial Advisor

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Tanner Fields

Senior Associate / Relationship Management

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Vinton E. Fountain III

Principal,
Financial Advisor

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Simply put, our focus in Wilmington is to help our clients achieve their unique goals by reducing the complexity of their financial lives. Our highest honor is the trust and responsibility that clients bestow on us to ensure the fulfillment of their goals through life’s many transitions.

Buck Beam