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We’re here to help you.

Meet the Team

We’re here to provide advice and answer your questions.

CAPTRUST has been helping people successfully plan for retirement and optimize their employer-sponsored retirement plan benefits for more than twenty years.

Our team of experienced financial advisors can discuss how much you need to save for your retirement, how to invest your money, and how to access your retirement savings. We are available one-on-one in person, on the phone, and via the web, as well as on-site group meetings.

Advisor Spotlight
Judy Williamson
Financial Advisor
Judy joined CAPTRUST in 2012 and serves as a financial advisor on our advice and wellness team. In this role, she provides advice to the retirement plan participants of CAPTRUST institutional clients.