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Benjamin B
CFP®, Series 63, Series 65
Tallahassee, FL
Capital City Wealth Advisors, Inc.
Benjamin Bowersox is a CFP® professional with 10 years of experience in the financial services industry, currently with Capital City Wealth Advisors, Inc. in Tallahassee, FL. His prior experience includes roles at LPL Financial and Invest Financial Corporation. He is also involved with Capital City Trust Company, a financial institution where he serves in a strategic management role. Capital City Wealth Advisors provides discretionary and non-discretionary wealth management and integrated financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, associations, and foundations. The firm emphasizes asset allocation, ongoing portfolio monitoring, and manager due diligence, often integrating third-party independent managers into client portfolios.
Melissa W
Series 63, Series 65
Tallahassee, FL
Capital City Wealth Advisors, Inc.
Melissa Wright is a financial advisor with Capital City Wealth Advisors, Inc. in Tallahassee, FL, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. Her prior roles include positions at LPL Financial, Capital City Bank Group, Inc., and BB&T Investments. She is also a commissioned notary. Capital City Wealth Advisors provides discretionary and non-discretionary wealth management and integrated financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, associations, and foundations. The firm focuses on asset allocation and ongoing portfolio monitoring across a range of investment types, incorporating third-party independent managers when appropriate.
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