CAPTRUST Financial Advisors announced that Suncoast Prosperity Advisors, a wealth management practice and division of Suncoast Equity Management based in Tampa, Florida, has joined CAPTRUST.
Suncoast Prosperity Advisors provides comprehensive wealth management services to private wealth clients through tailored financial planning and deep investment expertise. The practice is led by President Jeff Strouse and supported by a team of eight professionals, including senior advisors Beth Neal and Terri Ritchie. The firm manages approximately $830 million in assets. With this addition, CAPTRUST expands its presence in Tampa with a second office and introduces new locations in Sanibel, Florida, and Highlands, North Carolina.
Suncoast Prosperity Advisors joined CAPTRUST in January 2026 from Suncoast Equity Management, which will continue operating independently as a boutique investment management company.
KEY QUOTES:
“Suncoast Prosperity Advisors was built with the belief that great advice should evolve as clients’ lives grow more complex. By joining CAPTRUST, we’re gaining expanded capabilities and resources that enhance what we can deliver for our clients, while staying true to the personal relationships and client-focused approach that define our practice.”
Jeff Strouse, President, Suncoast Prosperity Advisors
“What stood out about Suncoast was their team, how they work, how they serve clients, and how they’ve built trust over time. Their team adds meaningful depth to our private wealth business, and we’re excited about the momentum we can build together as they join CAPTRUST.”
Eric Bailey, Principal and Southeast Regional Leader, CAPTRUST
“CAPTRUST’s scale, resources, and client-first culture make them an exceptional fit for Suncoast Prosperity Advisors’ clients.”
Donald Jowdy, Founder and Chief Investment Officer, Suncoast Equity Management
