Advisors at this firm
Benjamin B
CFP®, Series 63, Series 65
Tallahassee, FL
Capital City Wealth Advisors, Inc.
Benjamin Bowersox is a CFP® professional with nine years of industry experience. He is affiliated with Capital City Wealth Advisors, Inc. and has worked at LPL Financial and Invest Financial Corporation. Bowersox also holds a role at Capital City Trust Company. Capital City Wealth Advisors provides discretionary and non-discretionary wealth management and integrated financial planning to individuals, retirement plans, trusts, estates, charitable organizations, associations, and foundations. The firm emphasizes asset allocation and ongoing monitoring across various investment types and conducts regular portfolio reviews and client communications.
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.