3 days ago
House Passes Historic Coronavirus Stimulus Package
Today, the House of Representatives passed and President Trump is...
Back to all locations
4208 Six Forks Rd.
Suite 1700
Raleigh,
NC
27609
Phone: 800.216.0645
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm
Wealth Management
Institutional Retirement
Endowments & Foundations
Our Team
Our Raleigh-based advisors specialize in providing retirement plan advisory services to corporate fiduciaries, comprehensive wealth management services to high-net-worth investors and corporate executives, and investment advisory services to endowments and foundations.
Brandon Aber
Financial Advisor,
Relationship Manager
Jeremy Altfeder, CFP®
Financial Advisor
Keaton Brewer
Vice President,
Financial Advisor
Hugh Wilson Cole III (Trae), CFP®
Financial Advisor
Ellen Crowley
Vice President,
Financial Advisor
Heather Darcy, CPFA
Vice President,
Financial Advisor
Chad Day, CFP®
Financial Advisor,
Relationship Manager
Bob Eagle, CMFC®, CRPS®
Financial Advisor,
Relationship Manager
Shaun Eskamani
Principal,
Financial Advisor
Patrick Flint, PPC®
Vice President,
Financial Advisor
Johnny C. Garrett, Jr., ARPS
Principal,
Financial Advisor
R. Michael Gray
Principal,
Financial Advisor
Michael Henderson, CPA
Vice President,
Financial Advisor
Donn A. Johnston, CFP®
Vice President,
Financial Advisor
Donn A. Johnston, Jr., CFP®
Vice President,
Financial Advisor
Todd L. Jones, AIF®, ARPS, CFP®
Principal,
Financial Advisor
Wat Keys, CFP®, CRPS®
Vice President,
Financial Advisor
Ryan Leach
Vice President,
Financial Advisor
Daniel M. Lowe
Financial Advisor,
Relationship Manager
Patrick Marlatt
Senior Vice President,
Financial Advisor
John S. Martin, AIF®
Principal,
Financial Advisor
Che-Che S. McCrimmon
Financial Advisor,
Relationship Manager
Mark T. Medlin, AIF®, CPA
Principal,
Financial Advisor
Kevin Monroe
Vice President,
Financial Advisor
Taylor Nowell
Financial Advisor,
Relationship Manager
Brian Pollard, CFP®, CLU®, CWS®
Vice President,
Financial Advisor
Anne H. Reed, CFP®
Financial Advisor,
Relationship Manager
Traynor Reitmeier, ARPS
Vice President,
Financial Advisor
Abigail J. C. Russell, ARPS
Vice President,
Financial Advisor
Heidi Spencer
Financial Advisor
Jason F. Stanicek, CRPS®
Principal,
Financial Advisor
Jon E. Strickland, AIF®
Principal,
Financial Advisor
Daniel A. Summerlin, CFA®
Senior Vice President,
Financial Advisor
James R. Talton, III
Senior Vice President,
Financial Advisor
Kyle L. Tucker, CFP®
Principal,
Financial Advisor
News & Resources
Resources
Retirement Plans
3 days ago
Coronavirus Aid, Relief, and Economic Security (CARES) Act
The Coronavirus Aid, Relief, and Economic Security (CARES) Act is...
Endowments & Foundations
5 days ago
Explore CAPTRUST’s 2019 Endowment and Foundation Survey Results (Webinar Recording)
Listen to our recent webinar where CAPTRUST subject matter experts...
Retirement Plans
1 week ago
Suspending Employer Contributions Midyear
Today\'s economic environment has some retirement plan sponsors looking at...
Contact Us
How can we help?