Contact

Phone: 434.847.6600

Hours

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

Individuals
Endowments & Foundations
Retirement Plan Sponsors

Individuals

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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Endowments & Foundations

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

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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
Lynchburg

Financial insights are crucial to your continued success. CAPTRUST’s centralized model means you’ll have a team of experts backed by a deep bench of research capabilities. Combine that with our strict adherence to ethical standards and you’ll see the CAPTRUST difference. Get in touch with your local CAPTRUST office today to get started.

Our Team

Marcus P. Borel

Financial Advisor

Jack Flippin

Principal,
Financial Advisor

Matthew Haske

Financial Advisor,
Relationship Manager

William (Bill) W. Paxton

Principal,
Financial Advisor

Lewis Thomas II

Financial Advisor

We have the great privilege of working with wonderful clients, and our philosophy is that we’re on this mission together in pursuit of their financial goals. Whether it’s providing comprehensive wealth and investment management services to individuals, families, and business owners—or fiduciary advisory services to endowments, foundations, and retirement plans—we strive to deliver best-in-class solutions and to do it with a friendly smile.
Dave Hansen

Resources

Get Informed

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