17 hours ago
Financial Times Names 23 CAPTRUST Advisors to Top 401 List
The list recognizes the top financial advisors who specialize in...
Back to all locations
4208 Six Forks Road,
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 as well as comprehensive wealth management services to high-net-worth investors, private foundations, and corporate executives.
Brandon Aber
Financial Advisor
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
Financial Advisor
Bob Eagle, CMFC®, CRPS®
Financial Advisor
Shaun Eskamani
Senior Vice President,
Financial Advisor
Patrick Flint, PPC®
Vice President,
Financial Advisor
Johnny C. Garrett, Jr.
Senior Vice President,
Financial Advisor
R. Michael Gray
Senior Vice President,
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®
Senior Vice President,
Financial Advisor
Wat Keys, CFP®, CRPS®
Vice President,
Financial Advisor
Ryan Leach
Vice President,
Financial Advisor
Daniel M. Lowe
Financial Advisor
Patrick Marlatt
Vice President,
Financial Advisor
John S. Martin, AIF®
Senior Vice President,
Financial Advisor
Che-Che S. McCrimmon
Financial Advisor
Mark T. Medlin, AIF®, CPA
Senior Vice President,
Financial Advisor
Kevin Monroe
Vice President,
Financial Advisor
Taylor Nowell
Financial Advisor
Brian Pollard, CFP®, CLU®, CWS®
Vice President,
Financial Advisor
Anne H. Reed, CFP®
Financial Advisor
Traynor Reitmeier, ARPS
Vice President,
Financial Advisor
Abigail J. C. Russell, ARPS
Vice President,
Financial Advisor
Heidi Spencer
Financial Advisor
Jason F. Stanicek, CRPS®
Senior Vice President,
Financial Advisor
Jon E. Strickland, AIF®
Senior Vice President,
Financial Advisor
Daniel A. Summerlin, CFA®
Senior Vice President,
Financial Advisor
James R. Talton, III
Senior Vice President,
Financial Advisor
Kyle L. Tucker, CFP®
Senior Vice President,
Financial Advisor
News & Resources
Announcements
Announcements
2 days ago
CAPTRUST (Again!) Named to TBJ’s Top 50 Privately Held Entities
The prestigious list ranks companies by size and includes data...
Announcements
2 weeks ago
CAPTRUST’s Beryl Ball Featured on UnNiched Podcast
On this episode of UnNiched, podcast host Andrea McGrew meets...
Announcements
3 weeks ago
InvestmentNews Names CAPTRUST CEO to Prestigious List of Financial Planning Industry Leaders
In September, InvestmentNews recognized the 50th anniversary of financial planning...
Contact Us
How can we help?