Resources for Nonprofit Directors

Wealth Management and Retirement Plan and Nonprofit Advisory Services Oklahoma City OK [Video]

Post author By Curator
Post date May 23, 2023

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Address

6305 Waterford Blvd, #120 Oklahoma City, OK 73118

Hours

Mon–Thur, 8:00 am–5:00 pmFri, 8:00 am–4:00 pm

Specialties

Wealth ManagementInstitutional RetirementEndowments & Foundations

Introduction

For wealth management clients, CAPTRUST offers a best-in-class experience, thanks to the firm’s centralized model, which is supported by highly specialized talent with deep expertise. Tune in to see the suite of resources CAPTRUST’s wealth advisors have available to them—from industry-leading cybersecurity and centralized trading to performance reporting tools and wealth planning technology like WealthView.

CAPTRUST’s Oklahoma City-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and endowments and foundations of nonprofits, as well as investment advisory services to fiduciaries of corporate retirement plans.

Scott Duncan, CFP®, CLU®, CHFC®

Senior Vice President,Financial Advisor

Karl J. Eggerss

Principal,Financial Advisor

Donna Herndon

Senior Associate,Relationship Manager

Oliver Norman, CFP®, CHFC®, CLU®, CDFA®

Vice President,Financial Advisor

…

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Tags Fundraising For Non Profit, Non Profit Campaign, Non Profit Coach, Non Profit Management, Non Profit Startup

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