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Alan Bishop, Cfa, Cfp® Email & Phone Number

Vice President | Financial Advisor at CAPTRUST at CAPTRUST

Location: Montgomery, Alabama, United States 4 work roles 1 school

1 work email found @captrustadvisors.com LinkedIn matched

✓ Verified July 2026 4 data sources Profile completeness 100%

Current company

CAPTRUST

Role

Vice President | Financial Advisor at CAPTRUST

Location

Montgomery, Alabama, United States

Company size

621 employees

Who is Alan Bishop, Cfa, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Alan Bishop, Cfa, Cfp® is listed as Vice President | Financial Advisor at CAPTRUST at CAPTRUST, a with 621 employees, based in Montgomery, Alabama, United States. AeroLeads shows a work email signal at captrustadvisors.com and a matched LinkedIn profile for Alan Bishop, Cfa, Cfp®.

Alan Bishop, Cfa, Cfp® previously worked as Vice President | Financial Advisor at Captrust and Client Advisor at Welch Hornsby, Inc.. Alan Bishop, Cfa, Cfp® holds Bachelor Of Science In Commerce & Business Administration, Corporate Finance Investment from The University Of Alabama.

Company email context

Email format at CAPTRUST

This section adds company-level context without repeating Alan Bishop, Cfa, Cfp®'s masked contact details.

*@captrustadvisors.com

71% confidence

AeroLeads found 1 current-domain work email signal for Alan Bishop, Cfa, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Alan Bishop, Cfa, Cfp®

For more than nine years, I have helped high-net-worth individuals and families with their wealth management needs by providing comprehensive investment strategies and advice. I currently serve as a vice president and financial advisor at CAPTRUST, possessing both a Chartered Financial Analyst® (CFA®) designation and Certified Financial Planner™ (CFP®) certification.

Listed skills include Asset Allocation, Investment Strategies, Asset Management, Mutual Funds, and 8 others.

Current workplace

Alan Bishop, Cfa, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Captrust

Vice President | Financial Advisor at CAPTRUST

raleigh, north carolina, united states

Website

captrustadvisors.com

Employees

621

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Company profile

View company profile Email format

4 roles

Alan Bishop, Cfa, Cfp® work experience

A career timeline built from the work history available for this profile.

Vice President | Financial Advisor

Current

Captrust

Montgomery, Alabama, United States

Mar 2020 - Present

Client Advisor

Welch Hornsby, Inc.

Montgomery, Al

Dec 2013 - Feb 2020

Client Services

Welch Hornsby, Inc.

Montgomery, Alabama

Dec 2010 - Dec 2013

Associate

Olympia Sporting Goods

Montgomery, Alabama Area

Jun 2004 - Aug 2009

Team & coworkers

Colleagues at CAPTRUST

Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →

BP

Bo Perry Colleague at CaptrustTampa, Florida, United States View → LM

Lisa Mason Colleague at CaptrustUnited States View → KK

Kyle Koch Colleague at CaptrustRaleigh-Durham-Chapel Hill Area, United States View → PT

Parker Topakian Colleague at CaptrustRaleigh-Durham-Chapel Hill Area, United States View → SM

Silas Mayes Colleague at CaptrustRaleigh, North Carolina, United States View → CS

Casey Stearns Colleague at CaptrustPhoenix, Arizona, United States View → MG

Myles Grady Colleague at CaptrustRaleigh, North Carolina, United States View → GV

Grant Verhaeghe Colleague at CaptrustRaleigh, North Carolina, United States View → JC

Jeremy Chambers, Cima®, Cpfa™, Qka® Colleague at CaptrustSouthfield, Michigan, United States View → MC

Mary Clapp, Chfc® Colleague at CaptrustBrentwood, Tennessee, United States View →

1 education record

Alan Bishop, Cfa, Cfp® education

The University Of Alabama

Corporate Finance Investment

FAQ

Frequently asked questions about Alan Bishop, Cfa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Alan Bishop, Cfa, Cfp® work for?

Alan Bishop, Cfa, Cfp® works for CAPTRUST.

What is Alan Bishop, Cfa, Cfp®'s role at CAPTRUST?

Alan Bishop, Cfa, Cfp® is listed as Vice President | Financial Advisor at CAPTRUST at CAPTRUST.

What is Alan Bishop, Cfa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @captrustadvisors.com for Alan Bishop, Cfa, Cfp® at CAPTRUST.

Where is Alan Bishop, Cfa, Cfp® based?

Alan Bishop, Cfa, Cfp® is based in Montgomery, Alabama, United States while working with CAPTRUST.

What companies has Alan Bishop, Cfa, Cfp® worked for?

Alan Bishop, Cfa, Cfp® has worked for Captrust, Welch Hornsby, Inc., and Olympia Sporting Goods.

Who are Alan Bishop, Cfa, Cfp®'s colleagues at CAPTRUST?

Alan Bishop, Cfa, Cfp®'s colleagues at CAPTRUST include Bo Perry, Lisa Mason, Kyle Koch, Parker Topakian, and Silas Mayes.

How can I contact Alan Bishop, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Alan Bishop, Cfa, Cfp® at CAPTRUST, including work email, phone, and LinkedIn data when available.

What schools did Alan Bishop, Cfa, Cfp® attend?

Alan Bishop, Cfa, Cfp® holds Bachelor Of Science In Commerce & Business Administration, Corporate Finance Investment from The University Of Alabama.

What skills is Alan Bishop, Cfa, Cfp® known for?

Alan Bishop, Cfa, Cfp® is listed with skills including Asset Allocation, Investment Strategies, Asset Management, Mutual Funds, Wealth Management, Wealth Preservation, Investment Advisory, and Financial Planning.

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