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Other Financial and Investment Services

Quinn Rolfes

Quinn Rolfes

325 Fifth St., Macon, 31201
478-738-6076
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Lisa Canup

Lisa Canup

1301 Metropolitan Blvd, Tallahassee, 32308
850-402-7982
A mortgage loan originator with Capital City Bank since 2001, Lisa calls on more than 29 years of banking experience to serve her clients’ lending needs. Having spent her entire professional career serving Tallahassee, she has acquired a broad ...
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Ryan Davis

Ryan Davis

10000 Panama City Beach Parkway, Panama City Beach, 32407
850-404-6071
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Tim Owens

Tim Owens

325 Fifth St., Macon, 31201
478-738-6080
Financial Advisor, LPL Financial, serving Macon, Ga.
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Danny Etheridge, CRPC®

Danny Etheridge, CRPC®

2012 North Young Blvd., Chiefland, 32626
352-535-1165
Senior Financial Advisor, LPL Financial, serving Bell, Branford, Bronson, Cedar Key, Chiefland, Cross City, Fanning Springs, Trenton and Williston, Fla.
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Monica R. Nash

Monica R. Nash

1301 Metropolitan Blvd, Tallahassee, 32308
850-402-8018
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Kip Harrison

Kip Harrison

5200-A West Newberry Rd., Gainesville, 32607
352-339-7640
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Maggie Hires, CFP®

Maggie Hires, CFP®

148 South Highway 17, East Palatka, 32131
386-643-6390
Financial Advisor, LPL Financial, serving East Palatka, Hastings, Keystone Heights, Palatka and Starke, Fla.
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Rob Deese

Rob Deese

5200-A West Newberry Rd., Gainesville, 32607
352-548-4790
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Candace Anderson

Candace Anderson

1301 Metropolitan Blvd, Tallahassee, 32308
850-402-7992
Buying your first home is an exciting rite of passage and we're excited to take that journey with you! Whether you're just getting started or you're ready to take the next step, your Capital City Bankers are here to help make the ...
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Russell Raml

Russell Raml

7153 Broad St., Brooksville, 34601
352-587-6770
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Landon Lee

Landon Lee

1301 Metropolitan Blvd, Tallahassee, 32308
850-402-8017
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William Corley

William Corley

4120 Crill Ave., Palatka, 32177
386-329-5467
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Michelle Clark

Michelle Clark

1301 Metropolitan Blvd, Tallahassee, 32308
850-402-7991
Michelle Clark is passionate about helping her clients achieve their dreams of homeownership. She calls on two decades of industry experience and a customized, one-on-one approach to find a solution that fits comfortably with her clients’ lending ...
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Rob Lane

Rob Lane

304 E. Tennessee St. 3rd Floor, Tallahassee, 32301
850-425-8008
Business Banking
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Jill Tarbox

Jill Tarbox

10290 Regency Park Blvd., Port Richey, 34668
727-619-0337
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Tolga Dincman

Tolga Dincman

304 E. Tennessee St. 3rd Floor, Tallahassee, 32301
850-402-7952
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Glenn Ware

Glenn Ware

410 West 10th St., West Point, 31833
706-645-6249
Senior Financial Advisor, LPL Financial, serving LaGrange, Ga., West Point, Ga. and Valley, Ala.
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Kara Davis

Kara Davis

120 Richard Jackson Blvd Suite 225, Panama City Beach, 32407
850-404-6068
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Wil Cangeme

Wil Cangeme

1500 North US-41, Inverness, 34450
352-587-6790
Financial Advisor, LPL Financial, serving Citrus Springs, Crystal River, Floral City, Inglis and Inverness, Fla.
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Melissa Wright

Melissa Wright

304 East Tennessee St. 3rd Floor, Tallahassee, 32301
850-402-7731
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Kim Allen

Kim Allen

5200-A West Newberry Road, Gainesville, 32607
352-339-7098
Kim has been helping make dream homes reality for her Gainesville area neighbors for more than 20 years. She specializes in a wide range of mortgage programs, including construction, portfolio, VA, FHA, USDA and first time home buyer. Kim is a ...
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Alex Santillan

Alex Santillan

7153 Broad St., Brooksville, 34601
352-587-6790
Financial Advisor, LPL Financial, serving Brooksville, Floral City and Spring Hill, Fla.
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Laura Wells

Laura Wells

1301 Metropolitan Blvd, Tallahassee, 32308
850-402-7973
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Chris Malphurs, CFP®

Chris Malphurs, CFP®

5200-A West Newberry Rd., Gainesville, 32607
352-339-7506
Financial Advisor, LPL Financial, serving Gainesville, Fla.
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Gary Zane, CRPC®

Gary Zane, CRPC®

1601 Bass Rd, Macon, 31210
478-738-6155
Financial Advisor, LPL Financial, serving Dublin and Macon, Ga.
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Craig Ellard

Craig Ellard

325 Fifth St., Macon, 31201
478-738-6090
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Tara Kieser

Tara Kieser

2592 Crawfordville Hwy., Crawfordville, 32327
850-888-6060
Tara found her calling in the mortgage banking industry while working towards her college degree and has since accumulated 22 years of experience in mortgage origination, residential and commercial real estate practices and title insurance. With a ...
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Myles Bradley

Myles Bradley

1801 Apalachee Pkwy., Tallahassee, 32301
850-402-7537
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Rhonda Koenders

Rhonda Koenders

1301 Metropolitan Blvd, Tallahassee, 32308
850-402-8052
Rhonda has a passion for helping her clients buy or build their perfect home. In her 27-year career, Rhonda has been both lender and Real Estate broker serving both buyers and builders, which has equipped her with a thorough understanding of all ...
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Kaila Hardee

Kaila Hardee

1301 Metropolitan Blvd., Tallahassee, 32308
850-402-8011
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Alison H. Mewborne, CFP®, AIF

Alison H. Mewborne, CFP®, AIF

1301 Metropolitan Blvd., Tallahassee, 32308
850-402-8081
Senior Financial Advisor, LPL Financial, serving Tallahassee, Fla. and south Georgia with offices on Metropolitan Blvd. near I-10 and our Cairo Main Office.
View detail page - Alison H. Mewborne, CFP®, AIF
Magellan Capital

Magellan Capital

3333 North Digital Drive Suite 360, Lehi, 84043
801-890-6814
As investors, we want to grow our wealth as measured by a number on a balance sheet. As human beings, we have hopes and dreams and want to live the best life possible. Can we do both? How do we save and invest prudently for tomorrow yet strive to ...
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Hobbs Group Advisors, LLC

Hobbs Group Advisors, LLC

1704 Laurel Street, Columbia, 29201
803-540-3034
Our ultimate goal is to provide invaluable financial advice to our clients through intelligent Financial Planning. We put our clients’ goals and needs first at all times and are here to help you and your family make healthier financial decisions. ...
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Scott Sapp

Scott Sapp

325 Fifth St., Macon, 31201
478-738-6070
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Ben Bowersox, CFP®

Ben Bowersox, CFP®

304 East Tennessee St., Tallahassee, 32301
866-820-9671
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Legatus Wealth

Legatus Wealth

200 Great Road Suite 222, Bedford, 01730
781-275-1970
At Legatus Wealth, we maintain a fiduciary relationship with our clients. Acting in the best interest of our clients is our foremost responsibility and privilege. We sought out several well known & high level credentials while choosing to be ...
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Frost Bank

Frost Bank

9990 Almeda Genoa Suite 500, Houston, 77075
713-388-7600
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Elevate Financial

Elevate Financial

5195 45th St S, Fargo, 58104
701-270-1611
Elevate Financial Provides Life Insurance, Retirement Planning & More Financial Services to Customers in the Fargo, ND Area.
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Coastline Wealth Management

Coastline Wealth Management

414 Main Street Suite 302, Port Jefferson, 11777
631-473-1188
At Coastline Wealth Management, we offer our clients a full suite of services, considering tax efficiency, long-term wealth creation, and most importantly, your unique goals and vision. See our affiliate branch offices in Nassau County, NY; ...
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Matthew Truscott - Financial Advisor, Ameriprise Financial Services, LLC

Matthew Truscott - Financial Advisor, Ameriprise Financial Services, LLC

929 108th Ave NE Ste 1200, Bellevue, 98004
425-372-4806
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Robert Cantu - Ameriprise Financial Institutions Group

Robert Cantu - Ameriprise Financial Institutions Group

16414 San Pedro Ave Ste 300, San Antonio, 78232
210-483-5076
Putting clients first; it's what I do Ameriprise earned Hearts & Wallets Top Performer recognition in several categories, including: Understands me and shares my values Explains things in understandable terms Has defined, repeatable ...
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Hill Advisor Group - Ameriprise Financial Services, LLC

Hill Advisor Group - Ameriprise Financial Services, LLC

3525 Piedmont Rd NE Bldg 5-110, Atlanta, 30305
770-431-5130
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Sandy Jukel - Private Wealth Advisor, Ameriprise Financial Services, LLC

Sandy Jukel - Private Wealth Advisor, Ameriprise Financial Services, LLC

2 Alhambra Plz Ste 750, Coral Gables, 33134
786-598-4477
View detail page - Sandy Jukel - Private Wealth Advisor, Ameriprise Financial Services, LLC
Denis Hedderman - Financial Advisor, Ameriprise Financial Services, LLC

Denis Hedderman - Financial Advisor, Ameriprise Financial Services, LLC

15790 S Harlem Ave, Orland Park, 60462
708-387-0330
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Steve Namy - CU Wealth Management

Steve Namy - CU Wealth Management

320 Morrison Park Dr Ste 110, Southlake, 76092
469-778-5670
Putting clients first; it's what I do Ameriprise earned Hearts & Wallets Top Performer recognition in several categories, including: Understands me and shares my values Explains things in understandable terms Has defined, repeatable ...
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Timothy Chance - Financial Advisor, Ameriprise Financial Services, LLC

Timothy Chance - Financial Advisor, Ameriprise Financial Services, LLC

2005 Benton Rd, Bossier City, 71111
318-629-3925
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Rodney Scott - PBA Investment Services

Rodney Scott - PBA Investment Services

400 W Meighan Blvd, Gadsden, 35901
256-543-6120
Putting clients first; it's what I do Ameriprise earned Hearts & Wallets Top Performer recognition in several categories, including: Understands me and shares my values Explains things in understandable terms Has defined, repeatable ...
View detail page - Rodney Scott - PBA Investment Services
Joseph Padula - Financial Advisor, Ameriprise Financial Services, LLC

Joseph Padula - Financial Advisor, Ameriprise Financial Services, LLC

161 Washington St Ste 1300, Conshohocken, 19428
610-897-2817
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Scott Averitt - Ameriprise Financial Services, Inc.

Scott Averitt - Ameriprise Financial Services, Inc.

1308 Village Creek Dr Ste 2000, Plano, 75093
469-865-1033
Putting clients first; it's what I do Ameriprise earned Hearts & Wallets Top Performer recognition in several categories, including: Understands me and shares my values Explains things in understandable terms Has defined, repeatable ...
View detail page - Scott Averitt - Ameriprise Financial Services, Inc.
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