Address

603 Carthage Street #210
Sanford, NC 27330

Contact

Phone: 919.774.4711

Hours

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

Individuals
Retirement Plan Sponsors
Endowments & Foundations

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.

Explore Our Services

A couple in a red convertible driving down a country road.

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.

Explore Our Services

Two business people looking at a tablet in an office.

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.

Explore Our Services

A group of people sitting around a table in an office.
CAPTRUST
Sanford

With nearly 150 combined years in the financial services industry, our team is able to provide you with a level of knowledge necessary to help you pursue your financial goals and objectives. Leaving a legacy to your children, grandchildren, or particular institution or charity is important to our clients. Our goal is to help each client achieve their individual goals for retirement and the efficient transfer of their estate to their heirs.

Our Team

Pamela Hall

Practice Management | Wealth Client Service

Kathy Jones

Senior Client Service | Wealth Client Service

W. Kel Normann

Principal

Murphy Paderick

Principal

Miller Robins

Principal

View All
Our approach centers around understanding your unique goals and objectives, then tailoring financial solutions for retirement planning, wealth management, and asset transfer to your next generation. Our commitment is to understand what matters most to you, as well as what keeps you up at night. With over 150 years of combined experience, our team has the tools to simplify your financial journey.
W. Kel Normann Principal

Resources

Get Informed

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