Tampa, FL

Tampa, FL

Our team of financial advisors based in Tampa, FL offer solutions for individuals, retirement plan sponsors, endowments, and foundations.

Talk to an Expert

Address

400 North Tampa St #1800
Tampa, FL 33602

Contact

Phone: 813.218.5000

Who We Serve

Endowment & Foundation Leaders Individuals & Families Retirement Plan Sponsors

Hours

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Endowment & Foundation Leaders

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

Explore Our Services

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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.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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CAPTRUST

Tampa

CAPTRUST’s Tampa financial advisors provide advising and management services for individuals and institutions alike. Establish the right retirement plan for your employees or explore wealth management services. Whatever your unique needs, our financial planners put you first with sound and comprehensive advice.

Our Team

Eric W. Bailey

Principal,
Head of Endowments & Foundations

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R. Chase Burkhart

Vice President,
Financial Advisor

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Kyle Campbell

Financial Advisor,
Relationship Manager

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Joe DeBello

Vice President,
Financial Advisor

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Matt R. Doyle

Principal,
Financial Advisor

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The Tampa team is committed to serving our clients, colleagues, and community. We live and breathe this part of the CAPTRUST mission statement.

Eric Bailey

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.

Retirement Plan Services

CAPTRUST’s 2025 Retirement Plan Industry Predictions

Retirement Plan Services

Episode 71: Litigation Trends with Bonnie Treichel

Wealth Management

Estate and Legacy Planning (Webinar Recording)

Wealth Management

2025 Tax Strategies as the TCJA Expires

Alternative Investments for Endowments and Foundations

Episode 17: A Capital Campaign Journey

CAPTRUST’s 2024 Endowment and Foundation Survey

Wealth Management

Why Giving Love Beats Receiving It

Retirement Plan Services

2024 Fiduciary Training Series, Part 4: Avoiding Scams (Webinar Recording)

Nonprofit Investment Committee Best Practices