AllonesearchTallahassee Investing
Tallahassee Investing
The Allonesearch Investing category, also known as capital management, includes companies offering mutual investment services, investment strategy services, asset management, investment securities, and stock and trading services.
There are 84 companies listed in our Investing category for Tallahassee. This page shows listings 1 to 20.
If you'd like to check the Investing category for other cities in Florida click a link on the left.
-
- Investment Advisors
- 1301 Metropolitan Blvd.
Tallahassee
FL
32308
Committed to providing quality investment products- Bios
Our Financial Advisors
Tim Owens
About the Advisor
A commitment to excellence and a personal belief that simply meeting client needs is not enough, Tim aspires to exceed expectations with every service.
For more than 25 years, Tim has been helping clients make solid investment decisions. An extensive and varied background in the banking industry, Tim takes a client-centered approach to financial planning, offering professional advice and customized guidance.
Whether you desire long-term or short-term investments, or a combination, Tim can help you build the investment portfolio that’s right for you. Tim is a registered representative of LPL Financial.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/tim-owens-fa03cfc88f71Ryan Boyd
About the Advisor
Ryan Boyd joined Capital City Investments in late 2019 to help serve the investment needs of our clients in the greater Dublin and Macon, Ga. areas. Ryan brings a decade of experience in the financial services industry and an unwavering commitment to his profession, community and clients’ financial success. He holds Series 7, 63 and 65 securities registrations with LPL Financial and state Life, Health and Variable Annuities licenses, so he can effectively educate and assist individuals and business owners with their ongoing, ever-changing financial needs.
The keystone of Ryan’s practice has become comprehensive retirement and financial plans, business services and planning, and employee benefits. Through Capital City Investments and LPL Financial, Ryan believes he can leverage an extraordinary array of available investment and insurance products, state-of-the-art technology, securities and portfolio analysis, and more to assess clients’ current financial situations and future goals and to recommend appropriate plans for all areas of their financial lives.
A native of Albany, Ga. and life-long Georgian, Ryan received a bachelor’s degree in communications with a minor in business administration from Mercer University before returning to Albany to join his family contracting business. There he received an immersive education in project management, contract negotiations, legal issues, and business management. Applying skills gained in the construction industry, Ryan began a career in financial services with New York Life and then worked with Strategic Wealth Group for several years before coming to Capital City. He is active in church and the Masonic Lodge and holds membership in the Scottish Rite of Freemasonry. Past volunteer service includes Georgia Family Connection initiatives that assist the needs of disadvantaged families. He is pleased to have returned to middle Georgia with his wife, Sally, and three young children, James, Jean and Eva.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/ryan-boyd-aa958eaed37dBrian Urban, CRC®
About the Advisor
Prior to joining Capital City Investments, Brian spent 10 years specializing in project management and financial forecasting and strategies for engineering consulting firms and the state of Florida. He brings a dynamic, confident and personal relationship to the financial advisor experience. Brian believes in making your experience as stress-free as possible. With his background and knowledge in analytics and engineering comes an out-of-the-box perspective with a holistic, strategic approach to help engineer your financial life.
Brian is a Registered Representative of LPL Financial and holds Series 6, 7, 63 and 65 securities registrations through LPL as well as state Life, Health and Variable Annuities licenses. He and his wife, Lisa, have called Tallahassee home for nearly 15 years and are raising their three children. Brian is an Eagle Scout and serves on the boards of directors for the Florida Engineering Society and Killearn Commons Homeowners Association.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/brian-urban-crc-r-5cc83292859cBen Welter
About the Advisor
With an extensive and varied background in the financial services industry, Ben offers a caring, objective perspective on the ever-changing landscape of investment opportunities.
Ben has an unyielding commitment to client service and believes the key to financial success is taking a consultative, planned, and disciplined approach to investing. Employing a wide range of wealth-building and management strategies, Ben can help bring your goals into focus and help in your effort to turn your dreams into reality.
Ben is a registered representative of LPL Financial and holds Series 7, 63, and 65 securities registrations through LPL as well as state Life, Health, and Variable Annuities licenses.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/ben-welter-99e810c56ca5Alison H. Mewborne, CFP®, AIF
About the Advisor
Combining significant industry experience with a commitment to personalized service and advice, Alison is a partner her clients can trust through every step of their financial journeys. Alison is a CERTIFIED FINANCIAL PLANNER™ practitioner and Accredited Investment Fiduciary who holds a Series 66 license through LPL Financial. She employs comprehensive planning and investment services to help individuals, families and small business owners work toward achieving their goals and dreams.
Call today to find out how Alison can help you develop and execute a customized plan for financial success.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/alison-h-mewborne-cfp-r-aif-97bf79216542Greg Mayes
About the Advisor
With an extensive background in the financial services industry, Greg offers a holistic approach for his clients with emphasis on estate and tax planning and risk management. He brings nearly 15 years of experience to Capital City Investments and hopes to continually provide the best client experience possible. Greg holds a Series 7 and 66 securities registrations through LPL Financial and will complete the CERTIFIED FINANCIAL PLANNER (CFP®) exam this year.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/greg-mayes-41f14f32e7a1Chris Malphurs, CFP®
About the Advisor
A lifelong resident of Alachua County, Chris is a financial professional specializing in retirement and financial planning, investments and insurance. He brings nine years of experience to Capital City Investments. Chris is a graduate of the University of Florida and holds the CERTIFIED FINANCIAL PLANNER™ Practitioner designation.
In his spare time, Chris is very active in the community and serves as Head Baseball Coach for Gainesville High School. Chris married his wife, Kim, in December 2018.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/chris-malphurs-cfp-r-0ceb0a3e321eMichelle Rafferty
About the Advisor
With an extensive and varied background in banking, insurance and brokerage, Michelle has been helping clients pursue their investment objectives for more than 15 years.
Michelle puts her experience to work for you, offering comprehensive planning services designed to help you work toward your financial goals. Whether you desire long-term or short-term investments, or a combination, Michelle employs a personalized, one-on-one approach to developing the customized strategies that are right for you.
Call today to learn how Michelle can help guide you toward a successful financial future. Michelle is a registered representative of LPL Financial.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/michelle-rafferty-68a595d1c995Danny Etheridge, CRPC®
About the Advisor
Danny joined the Capital City team in 2015 and brings more than seven years’ experience in the financial industry. He believes in honest and ethical business practices and doing whatever is best for the client no matter what. That’s why he strives to tailor a financial plan to your specific needs while delivering the personal, hometown service that you deserve.
Danny is a lifelong resident of Williston and graduate of Williston High School and the University of Florida, where he earned a Bachelor’s degree in Finance. He also holds series 7 and 66 FINRA registrations with LPL and a life, health and variable annuity license.
He is very active in youth and men’s ministries at the Williston Church of God, the same place he met and married his wife, Julia. Together they have two daughters, Ashtyn and Blakely. Danny serves on the pension board for the City of Williston and as past president of the Rotary Club of Williston . In his spare time, he enjoys hunting, fishing, watching sports and simply being with family.
Danny looks forward to personally meeting with you and helping map out a financial future for you and your family.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/danny-etheridge-crpc-r-83fb907f6893Chris Klinck
About the Advisor
Chris Klinck joined Capital City Investments in 2020 to serve the investment needs of our clients in the greater Hastings, Keystone Heights, Palatka and Starke, Fla. areas. Chris is a graduate of Florida State University receiving Bachelor of Science degrees in Finance and Marketing. He holds Series 7 and 66 securities registrations with LPL Financial and state Life, Health and Variable Annuities licenses.
Chris’s experience in the financial services industry has allowed him to focus on personal, business and retirement planning. He has developed a detail-oriented approach to investments and advisory services with an emphasis on client service. Chris has made a career of putting others’ needs ahead of his own, which continues to serve his clients well.
When not working, Chris enjoys spending time with his wife, Cindy, and daughters, Emma and Lillian. Most weekends are spent enjoying the outdoors on the St. Johns and Matanzas rivers.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/chris-klinck-d8afea35ca10Mary Ann Finneran
About the Advisor
With nearly 40 years’ experience with some of the industry’s leading providers of financial services, Mary Ann provides adept financial, investment and estate-planning guidance. She employs a robust array of wealth-building and management strategies, and specializes in working to help her clients achieve financial independence during retirement. Mary Ann holds Series 7, 63 and 65 securities registrations with LPL Financial and state Life, Health and Variable Annuities licenses, so she can effectively educate and assist individuals and business owners with their ongoing, ever-changing financial needs.
Committed to providing her clients the attention they deserve, Mary Ann employs a one-on-one approach to developing a customized financial plan. She then monitors progress, maintains the portfolio and recommends adjustments to help keep the plan on course. Make your first move toward the goal of financial success today and schedule a no-obligation financial plan review.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/mary-ann-finneran-c89326a3f1f3 -
Phone and Map available
Click here for more info
-
- Investments
- 211 Hawkmeadow Dr
Tallahassee
FL
32312
-
Phone and Map available
Click here for more info
-
- Investment Advisors
- 304 East Tennessee St.
Tallahassee
FL
32301
More than your Bank. Your Banker. -
Phone and Map available
Click here for more info
-
- Investment Advisors
- 3520 Thomasville Rd
Ste 100
Tallahassee
FL
32309
My goal is to understand your financial needs -
Phone and Map available
Click here for more info
-
- Investments
- 2415 N Monroe St
Tallahassee
FL
32303
-
Phone and Map available
Click here for more info
-
- Investments
- 1682 Metro Blvd Ste B
Tallahassee
FL
32308
-
Phone and Map available
Click here for more info
-
- Investment Advisors
- 304 East Tennessee St.
Tallahassee
FL
32301
Personlized attention from people you can trust. -
Phone and Map available
Click here for more info
-
- Investment Advisors
- 2111 North Monroe St.
Tallahassee
FL
32303
Committed to providing quality investment products- Bios
Our Financial Advisors
Tim Owens
About the Advisor
A commitment to excellence and a personal belief that simply meeting client needs is not enough, Tim aspires to exceed expectations with every service.
For more than 25 years, Tim has been helping clients make solid investment decisions. An extensive and varied background in the banking industry, Tim takes a client-centered approach to financial planning, offering professional advice and customized guidance.
Whether you desire long-term or short-term investments, or a combination, Tim can help you build the investment portfolio that’s right for you. Tim is a registered representative of LPL Financial.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/tim-owens-fa03cfc88f71Ryan Boyd
About the Advisor
Ryan Boyd joined Capital City Investments in late 2019 to help serve the investment needs of our clients in the greater Dublin and Macon, Ga. areas. Ryan brings a decade of experience in the financial services industry and an unwavering commitment to his profession, community and clients’ financial success. He holds Series 7, 63 and 65 securities registrations with LPL Financial and state Life, Health and Variable Annuities licenses, so he can effectively educate and assist individuals and business owners with their ongoing, ever-changing financial needs.
The keystone of Ryan’s practice has become comprehensive retirement and financial plans, business services and planning, and employee benefits. Through Capital City Investments and LPL Financial, Ryan believes he can leverage an extraordinary array of available investment and insurance products, state-of-the-art technology, securities and portfolio analysis, and more to assess clients’ current financial situations and future goals and to recommend appropriate plans for all areas of their financial lives.
A native of Albany, Ga. and life-long Georgian, Ryan received a bachelor’s degree in communications with a minor in business administration from Mercer University before returning to Albany to join his family contracting business. There he received an immersive education in project management, contract negotiations, legal issues, and business management. Applying skills gained in the construction industry, Ryan began a career in financial services with New York Life and then worked with Strategic Wealth Group for several years before coming to Capital City. He is active in church and the Masonic Lodge and holds membership in the Scottish Rite of Freemasonry. Past volunteer service includes Georgia Family Connection initiatives that assist the needs of disadvantaged families. He is pleased to have returned to middle Georgia with his wife, Sally, and three young children, James, Jean and Eva.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/ryan-boyd-aa958eaed37dBrian Urban, CRC®
About the Advisor
Prior to joining Capital City Investments, Brian spent 10 years specializing in project management and financial forecasting and strategies for engineering consulting firms and the state of Florida. He brings a dynamic, confident and personal relationship to the financial advisor experience. Brian believes in making your experience as stress-free as possible. With his background and knowledge in analytics and engineering comes an out-of-the-box perspective with a holistic, strategic approach to help engineer your financial life.
Brian is a Registered Representative of LPL Financial and holds Series 6, 7, 63 and 65 securities registrations through LPL as well as state Life, Health and Variable Annuities licenses. He and his wife, Lisa, have called Tallahassee home for nearly 15 years and are raising their three children. Brian is an Eagle Scout and serves on the boards of directors for the Florida Engineering Society and Killearn Commons Homeowners Association.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/brian-urban-crc-r-5cc83292859cBen Welter
About the Advisor
With an extensive and varied background in the financial services industry, Ben offers a caring, objective perspective on the ever-changing landscape of investment opportunities.
Ben has an unyielding commitment to client service and believes the key to financial success is taking a consultative, planned, and disciplined approach to investing. Employing a wide range of wealth-building and management strategies, Ben can help bring your goals into focus and help in your effort to turn your dreams into reality.
Ben is a registered representative of LPL Financial and holds Series 7, 63, and 65 securities registrations through LPL as well as state Life, Health, and Variable Annuities licenses.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/ben-welter-99e810c56ca5Alison H. Mewborne, CFP®, AIF
About the Advisor
Combining significant industry experience with a commitment to personalized service and advice, Alison is a partner her clients can trust through every step of their financial journeys. Alison is a CERTIFIED FINANCIAL PLANNER™ practitioner and Accredited Investment Fiduciary who holds a Series 66 license through LPL Financial. She employs comprehensive planning and investment services to help individuals, families and small business owners work toward achieving their goals and dreams.
Call today to find out how Alison can help you develop and execute a customized plan for financial success.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/alison-h-mewborne-cfp-r-aif-97bf79216542Greg Mayes
About the Advisor
With an extensive background in the financial services industry, Greg offers a holistic approach for his clients with emphasis on estate and tax planning and risk management. He brings nearly 15 years of experience to Capital City Investments and hopes to continually provide the best client experience possible. Greg holds a Series 7 and 66 securities registrations through LPL Financial and will complete the CERTIFIED FINANCIAL PLANNER (CFP®) exam this year.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/greg-mayes-41f14f32e7a1Chris Malphurs, CFP®
About the Advisor
A lifelong resident of Alachua County, Chris is a financial professional specializing in retirement and financial planning, investments and insurance. He brings nine years of experience to Capital City Investments. Chris is a graduate of the University of Florida and holds the CERTIFIED FINANCIAL PLANNER™ Practitioner designation.
In his spare time, Chris is very active in the community and serves as Head Baseball Coach for Gainesville High School. Chris married his wife, Kim, in December 2018.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/chris-malphurs-cfp-r-0ceb0a3e321eMichelle Rafferty
About the Advisor
With an extensive and varied background in banking, insurance and brokerage, Michelle has been helping clients pursue their investment objectives for more than 15 years.
Michelle puts her experience to work for you, offering comprehensive planning services designed to help you work toward your financial goals. Whether you desire long-term or short-term investments, or a combination, Michelle employs a personalized, one-on-one approach to developing the customized strategies that are right for you.
Call today to learn how Michelle can help guide you toward a successful financial future. Michelle is a registered representative of LPL Financial.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/michelle-rafferty-68a595d1c995Danny Etheridge, CRPC®
About the Advisor
Danny joined the Capital City team in 2015 and brings more than seven years’ experience in the financial industry. He believes in honest and ethical business practices and doing whatever is best for the client no matter what. That’s why he strives to tailor a financial plan to your specific needs while delivering the personal, hometown service that you deserve.
Danny is a lifelong resident of Williston and graduate of Williston High School and the University of Florida, where he earned a Bachelor’s degree in Finance. He also holds series 7 and 66 FINRA registrations with LPL and a life, health and variable annuity license.
He is very active in youth and men’s ministries at the Williston Church of God, the same place he met and married his wife, Julia. Together they have two daughters, Ashtyn and Blakely. Danny serves on the pension board for the City of Williston and as past president of the Rotary Club of Williston . In his spare time, he enjoys hunting, fishing, watching sports and simply being with family.
Danny looks forward to personally meeting with you and helping map out a financial future for you and your family.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/danny-etheridge-crpc-r-83fb907f6893Chris Klinck
About the Advisor
Chris Klinck joined Capital City Investments in 2020 to serve the investment needs of our clients in the greater Hastings, Keystone Heights, Palatka and Starke, Fla. areas. Chris is a graduate of Florida State University receiving Bachelor of Science degrees in Finance and Marketing. He holds Series 7 and 66 securities registrations with LPL Financial and state Life, Health and Variable Annuities licenses.
Chris’s experience in the financial services industry has allowed him to focus on personal, business and retirement planning. He has developed a detail-oriented approach to investments and advisory services with an emphasis on client service. Chris has made a career of putting others’ needs ahead of his own, which continues to serve his clients well.
When not working, Chris enjoys spending time with his wife, Cindy, and daughters, Emma and Lillian. Most weekends are spent enjoying the outdoors on the St. Johns and Matanzas rivers.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/chris-klinck-d8afea35ca10Mary Ann Finneran
About the Advisor
With nearly 40 years’ experience with some of the industry’s leading providers of financial services, Mary Ann provides adept financial, investment and estate-planning guidance. She employs a robust array of wealth-building and management strategies, and specializes in working to help her clients achieve financial independence during retirement. Mary Ann holds Series 7, 63 and 65 securities registrations with LPL Financial and state Life, Health and Variable Annuities licenses, so she can effectively educate and assist individuals and business owners with their ongoing, ever-changing financial needs.
Committed to providing her clients the attention they deserve, Mary Ann employs a one-on-one approach to developing a customized financial plan. She then monitors progress, maintains the portfolio and recommends adjustments to help keep the plan on course. Make your first move toward the goal of financial success today and schedule a no-obligation financial plan review.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/mary-ann-finneran-c89326a3f1f3 -
Phone and Map available
Click here for more info
-
- Investment Advisors
- 1801 Apalachee Pkwy.
Tallahassee
FL
32301
Committed to providing quality investment products- Bios
Our Financial Advisors
Tim Owens
About the Advisor
A commitment to excellence and a personal belief that simply meeting client needs is not enough, Tim aspires to exceed expectations with every service.
For more than 25 years, Tim has been helping clients make solid investment decisions. An extensive and varied background in the banking industry, Tim takes a client-centered approach to financial planning, offering professional advice and customized guidance.
Whether you desire long-term or short-term investments, or a combination, Tim can help you build the investment portfolio that’s right for you. Tim is a registered representative of LPL Financial.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/tim-owens-fa03cfc88f71Ryan Boyd
About the Advisor
Ryan Boyd joined Capital City Investments in late 2019 to help serve the investment needs of our clients in the greater Dublin and Macon, Ga. areas. Ryan brings a decade of experience in the financial services industry and an unwavering commitment to his profession, community and clients’ financial success. He holds Series 7, 63 and 65 securities registrations with LPL Financial and state Life, Health and Variable Annuities licenses, so he can effectively educate and assist individuals and business owners with their ongoing, ever-changing financial needs.
The keystone of Ryan’s practice has become comprehensive retirement and financial plans, business services and planning, and employee benefits. Through Capital City Investments and LPL Financial, Ryan believes he can leverage an extraordinary array of available investment and insurance products, state-of-the-art technology, securities and portfolio analysis, and more to assess clients’ current financial situations and future goals and to recommend appropriate plans for all areas of their financial lives.
A native of Albany, Ga. and life-long Georgian, Ryan received a bachelor’s degree in communications with a minor in business administration from Mercer University before returning to Albany to join his family contracting business. There he received an immersive education in project management, contract negotiations, legal issues, and business management. Applying skills gained in the construction industry, Ryan began a career in financial services with New York Life and then worked with Strategic Wealth Group for several years before coming to Capital City. He is active in church and the Masonic Lodge and holds membership in the Scottish Rite of Freemasonry. Past volunteer service includes Georgia Family Connection initiatives that assist the needs of disadvantaged families. He is pleased to have returned to middle Georgia with his wife, Sally, and three young children, James, Jean and Eva.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/ryan-boyd-aa958eaed37dBrian Urban, CRC®
About the Advisor
Prior to joining Capital City Investments, Brian spent 10 years specializing in project management and financial forecasting and strategies for engineering consulting firms and the state of Florida. He brings a dynamic, confident and personal relationship to the financial advisor experience. Brian believes in making your experience as stress-free as possible. With his background and knowledge in analytics and engineering comes an out-of-the-box perspective with a holistic, strategic approach to help engineer your financial life.
Brian is a Registered Representative of LPL Financial and holds Series 6, 7, 63 and 65 securities registrations through LPL as well as state Life, Health and Variable Annuities licenses. He and his wife, Lisa, have called Tallahassee home for nearly 15 years and are raising their three children. Brian is an Eagle Scout and serves on the boards of directors for the Florida Engineering Society and Killearn Commons Homeowners Association.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/brian-urban-crc-r-5cc83292859cBen Welter
About the Advisor
With an extensive and varied background in the financial services industry, Ben offers a caring, objective perspective on the ever-changing landscape of investment opportunities.
Ben has an unyielding commitment to client service and believes the key to financial success is taking a consultative, planned, and disciplined approach to investing. Employing a wide range of wealth-building and management strategies, Ben can help bring your goals into focus and help in your effort to turn your dreams into reality.
Ben is a registered representative of LPL Financial and holds Series 7, 63, and 65 securities registrations through LPL as well as state Life, Health, and Variable Annuities licenses.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/ben-welter-99e810c56ca5Alison H. Mewborne, CFP®, AIF
About the Advisor
Combining significant industry experience with a commitment to personalized service and advice, Alison is a partner her clients can trust through every step of their financial journeys. Alison is a CERTIFIED FINANCIAL PLANNER™ practitioner and Accredited Investment Fiduciary who holds a Series 66 license through LPL Financial. She employs comprehensive planning and investment services to help individuals, families and small business owners work toward achieving their goals and dreams.
Call today to find out how Alison can help you develop and execute a customized plan for financial success.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/alison-h-mewborne-cfp-r-aif-97bf79216542Greg Mayes
About the Advisor
With an extensive background in the financial services industry, Greg offers a holistic approach for his clients with emphasis on estate and tax planning and risk management. He brings nearly 15 years of experience to Capital City Investments and hopes to continually provide the best client experience possible. Greg holds a Series 7 and 66 securities registrations through LPL Financial and will complete the CERTIFIED FINANCIAL PLANNER (CFP®) exam this year.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/greg-mayes-41f14f32e7a1Chris Malphurs, CFP®
About the Advisor
A lifelong resident of Alachua County, Chris is a financial professional specializing in retirement and financial planning, investments and insurance. He brings nine years of experience to Capital City Investments. Chris is a graduate of the University of Florida and holds the CERTIFIED FINANCIAL PLANNER™ Practitioner designation.
In his spare time, Chris is very active in the community and serves as Head Baseball Coach for Gainesville High School. Chris married his wife, Kim, in December 2018.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/chris-malphurs-cfp-r-0ceb0a3e321eMichelle Rafferty
About the Advisor
With an extensive and varied background in banking, insurance and brokerage, Michelle has been helping clients pursue their investment objectives for more than 15 years.
Michelle puts her experience to work for you, offering comprehensive planning services designed to help you work toward your financial goals. Whether you desire long-term or short-term investments, or a combination, Michelle employs a personalized, one-on-one approach to developing the customized strategies that are right for you.
Call today to learn how Michelle can help guide you toward a successful financial future. Michelle is a registered representative of LPL Financial.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/michelle-rafferty-68a595d1c995Danny Etheridge, CRPC®
About the Advisor
Danny joined the Capital City team in 2015 and brings more than seven years’ experience in the financial industry. He believes in honest and ethical business practices and doing whatever is best for the client no matter what. That’s why he strives to tailor a financial plan to your specific needs while delivering the personal, hometown service that you deserve.
Danny is a lifelong resident of Williston and graduate of Williston High School and the University of Florida, where he earned a Bachelor’s degree in Finance. He also holds series 7 and 66 FINRA registrations with LPL and a life, health and variable annuity license.
He is very active in youth and men’s ministries at the Williston Church of God, the same place he met and married his wife, Julia. Together they have two daughters, Ashtyn and Blakely. Danny serves on the pension board for the City of Williston and as past president of the Rotary Club of Williston . In his spare time, he enjoys hunting, fishing, watching sports and simply being with family.
Danny looks forward to personally meeting with you and helping map out a financial future for you and your family.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/danny-etheridge-crpc-r-83fb907f6893Chris Klinck
About the Advisor
Chris Klinck joined Capital City Investments in 2020 to serve the investment needs of our clients in the greater Hastings, Keystone Heights, Palatka and Starke, Fla. areas. Chris is a graduate of Florida State University receiving Bachelor of Science degrees in Finance and Marketing. He holds Series 7 and 66 securities registrations with LPL Financial and state Life, Health and Variable Annuities licenses.
Chris’s experience in the financial services industry has allowed him to focus on personal, business and retirement planning. He has developed a detail-oriented approach to investments and advisory services with an emphasis on client service. Chris has made a career of putting others’ needs ahead of his own, which continues to serve his clients well.
When not working, Chris enjoys spending time with his wife, Cindy, and daughters, Emma and Lillian. Most weekends are spent enjoying the outdoors on the St. Johns and Matanzas rivers.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/chris-klinck-d8afea35ca10Mary Ann Finneran
About the Advisor
With nearly 40 years’ experience with some of the industry’s leading providers of financial services, Mary Ann provides adept financial, investment and estate-planning guidance. She employs a robust array of wealth-building and management strategies, and specializes in working to help her clients achieve financial independence during retirement. Mary Ann holds Series 7, 63 and 65 securities registrations with LPL Financial and state Life, Health and Variable Annuities licenses, so she can effectively educate and assist individuals and business owners with their ongoing, ever-changing financial needs.
Committed to providing her clients the attention they deserve, Mary Ann employs a one-on-one approach to developing a customized financial plan. She then monitors progress, maintains the portfolio and recommends adjustments to help keep the plan on course. Make your first move toward the goal of financial success today and schedule a no-obligation financial plan review.
Services: Annuities, Bonds, Disability Insurance, IRAs, Life Insurance, Mutual Bonds, Stocks
Url: https://financialadvisors.ccbg.com/mary-ann-finneran-c89326a3f1f3 -
Phone and Map available
Click here for more info
-
- Investment Advisors
- 1301 Metropolitan Blvd
Tallahassee
FL
32308
-
Phone and Map available
Click here for more info
-
- Investments
- 2804 Remington Grn
Tallahassee
FL
32308
-
Phone and Map available
Click here for more info
-
- Investments
- P.o. Box 13329
Tallahassee
FL
32317
-
Phone and Map available
Click here for more info
-
- Investments
- 217 N Monroe St
Tallahassee
FL
32301
-
Phone and Map available
Click here for more info
-
- Investments
- 1435 Piedmont Dr E # 102
Tallahassee
FL
32308
-
Phone and Map available
Click here for more info
-
- Investment Advisors
- 1301 Metropolitan Blvd
Tallahassee
FL
32308
-
Phone and Map available
Click here for more info
-
- Investments
- 3737 Bobbin Brk E
Tallahassee
FL
32312
-
Phone and Map available
Click here for more info
-
Crystal G. Murphy - Morgan Stanley
- Investment Advisors
- 3520 Thomasville Rd
Ste 100
Tallahassee
FL
32309
My goal is to understand your financial needs -
Phone and Map available
Click here for more info
-
- Investment Advisors
- 304 East Tennessee St.
Tallahassee
FL
32301
Committed to providing quality investment products -
Phone and Map available
Click here for more info
-
Danny M Murphy - Morgan Stanley
- Investment Advisors
- 3520 Thomasville Rd
Ste 100
Tallahassee
FL
32309
My goal is to understand your financial needs -
Phone and Map available
Click here for more info
-
- Investment Advisors
- 3520 Thomasville Rd
Ste 100
Tallahassee
FL
32309
My goal is to understand your financial needs -
Phone and Map available
Click here for more info