"I love Greenville, SC"

2022-10-25 16:43:51

↓←→↑↓←→↑CloseMenu-+SearchPlay Video Play Video FacebookInstagramLinkedInTwitterVimeoClock VESTEDAcquisitionsCareersMy AccountSubmit RFP SolutionsFor IndividualsFor InstitutionsOur StoryOur PeopleLeadership TeamBoard of DirectorsFinancial AdvisorsNews & ResourcesContact Us Find an Advisor SolutionsFor IndividualsFor InstitutionsOur StoryOur PeopleLeadership TeamBoard of DirectorsFinancial AdvisorsNews & ResourcesContact Us VESTEDAcquisitionsCareersMy AccountSubmit RFP Find an Advisor Back to all locations Greenville, SC Address 1116 South Main Street Greenville, SC 29601 Directions Contact Phone: 864.467.9800 Hours Mon–Thurs, 8:30 am–5:00 pmFri, 8:30 am–4:00 pm Specialties Institutional RetirementWealth ManagementEndowments & FoundationsNNP Client Login Introduction CAPTRUST’s retirement plan clients benefit from the firm’s centralized model, which is supported by a deep bench of highly specialized talent. Learn about the suite of resources CAPTRUST’s institutional advisors leverage to create a best-in-class client experience, including investment manager due diligence, customized participant advice, vendor analysis, and the latest in cybersecurity. Our Team CAPTRUST’s Greenville-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, wealth management services to high-net-worth individuals, business owners, families, and endowments and foundations of nonprofits. Wesley Boyce, CFP® Principal,Financial Advisor View Profile Al Cannon, CFP®, CRPS®, AIF® Principal,Financial Advisor View Profile Maura Copsey, CDFA® Principal,Financial Advisor View Profile Gary Davis, CRPS®, AIF® Principal View Profile Carter R. Hall, CFP® Principal,Financial Advisor View Profile Russell Miller, CFP® Principal,Financial Advisor View Profile Bob Nachman Principal,Financial Advisor View Profile Ben Norwood, CPWA® Principal,Financial Advisor View Profile News & Resources Announcements 5 days ago CAPTRUST Named on NAPA Women Advisors List Thirteen CAPTRUST Advisors recognized on NAPA’s Top Women Advisors... Resources 1 week ago Market Update | October 2022 Coming into 2022, investors had enjoyed three years of terrific... Announcements 2 weeks ago IIDC Endorses SEC Diversity Recommendations On October 11, the IIDC announced the endorsement of the... Announcements 4 weeks ago Five CAPTRUST Advisors Recognized by AdvisorHub Five CAPTRUST advisors were named on AdvisorHub’s 2022 Advisors to... View All News and Resources Contact Us How can we help? Greenville, SC1116 South Main StreetGreenville, SC 29601Phone 864.467.9800Map | Directions We're here to help. Find an advisor today! Company CAPTRUST AdviceCAPTRUST Community FoundationCareersContact UsInclusion + DiversityLocationsSubmit RFP Legal BrokerCheckBusiness Continuity PlanImportant DisclosuresPrivacy PolicyProfessional Certification Designations ©2022 - CAPTRUST | All rights reserved. We are using cookies to give you the best experience on our website.You can find out more about which cookies we are using or switch them off in settings. Accept Close GDPR Cookie Settings Privacy Overview Strictly Necessary Cookies Powered by GDPR Cookie Compliance Privacy Overview This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful. Strictly Necessary Cookies Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings. Enable or Disable Cookies If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again. Enable All Save Settings