Located on Sherry Lane, CAPTRUST’s Dallas-based advisors utilize years of expertise, bringing comprehensive wealth management and investment advisory services to residents of Dallas, TX.
Phone: 214.622.6020
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
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.
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
With a breadth of expertise and access to extensive resources, CAPTRUST’s commitment to excellence stands true for Dallas residents. Work towards achieving your financial goals with the support and guidance of our experts. Connect with our first local Dallas office to get started today.
Financial Advisor,
Relationship Manager
View Profile
Vice President,
Financial Advisor
View Profile
Senior Vice President,
Financial Advisor
View Profile
Financial Advisor
View Profile
Principal,
Financial Advisor
View Profile
Notifications