Advisors at this firm
Owen F
Series 65
Macon, GA
Christy Capital Management, Inc.
Owen Freel is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 65 designation with three years of industry experience. He has been with Christy Capital Management since 2018. Prior to his financial advisory career, he worked in the car wash industry and agriculture. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers a range of services including retirement strategies, tax planning, estate conservation, insurance and annuity products, family legacy planning, and consulting, utilizing both discretionary and non-discretionary managed account programs and recommending private market investments for qualifying clients.
Joe M
Series 65
Macon, GA
Christy Capital Management, Inc.
Joe Mathews is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 65 designation with 11 years of industry experience. He has been with Christy Capital Management since 2011. In addition to his advisory role, he is licensed to sell fixed insurance products, dedicating less than 25% of his time to this activity. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers a range of services including retirement strategies, tax planning, estate conservation, and family legacy planning, managing client assets through both discretionary and non-discretionary programs and incorporating private market investments for qualifying clients.
Melvin S
Series 65
Irmo, SC
Christy Capital Management, Inc.
Melvin Stubbs is a Series 65 licensed advisor with 11 years of industry experience, currently serving at Christy Capital Management, Inc. since 2014. Prior to this, he was involved with Stubbs Property Management for 14 years. He is also individually licensed to sell fixed insurance products, dedicating less than 25% of his time to this activity. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers a range of services including retirement strategies, tax planning, estate conservation, and family legacy planning, and manages client assets through discretionary and non-discretionary programs, often contracting with unaffiliated subadvisors.
Thomas N
Series 65
Macon, GA
Christy Capital Management, Inc.
Thomas Neesmith is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 65 designation with 10 years of industry experience. He has been with Christy Capital Management since 2013. Outside of advisory services, he is individually licensed to sell fixed insurance products, dedicating less than 25% of his time to this activity. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers a range of services including retirement strategies, tax planning, estate conservation, and family legacy planning, typically implementing portfolios through unaffiliated subadvisors and offering private market investments for qualifying clients.
Michelle D
Series 65
Macon, GA
Christy Capital Management, Inc.
Michelle Dykes is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 65 designation with five years of industry experience. She has worked at Christy Capital since 2019 and previously was employed at Retirement Benefits Institute from 2014 to 2019. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers a range of services including retirement strategies, tax planning, estate conservation, and family legacy planning, and manages assets through discretionary and non-discretionary accounts, with access to private market investments for qualifying clients.
Mathew R
Series 65
Fort Wayne, IN
Christy Capital Management, Inc.
Mathew Ramey is a financial advisor at Christy Capital Management, Inc. in Fort Wayne, IN, holding a Series 65 designation with five years of industry experience. He has been with Christy Capital Management since 2018 and previously worked at Navicent Health and Indiana Wesleyan University. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers a range of services including retirement strategies, tax planning, estate conservation, and consulting, managing client assets through both discretionary and non-discretionary programs and recommending private market investments for qualifying clients.
Samuel G
Series 66
Macon, GA
Christy Capital Management, Inc.
Samuel Gaston is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 66 designation with three years of industry experience. Prior to joining Christy Capital Management, he worked at United Community Bank and LPL Financial. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers a range of services including retirement strategies, tax planning, estate conservation, and family legacy planning, often implementing portfolios through unaffiliated subadvisors and recommending private market investments for qualifying clients.
Brandon C
PFS™, Series 63, Series 65
Macon, GA
Christy Capital Management, Inc.
Brandon Christy is a financial advisor with Christy Capital Management, Inc. in Macon, GA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience and has been with Christy Capital Management since 2009. In addition to his advisory role, he is individually licensed to sell fixed insurance products, dedicating less than 25% of his time to this activity. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers a range of services including retirement strategies, tax planning, estate conservation, and family legacy planning, and manages client assets through discretionary and non-discretionary programs, with private market investments available for qualifying clients.
Alexander P
Series 65
Macon, GA
Christy Capital Management, Inc.
Alexander Pettola is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 65 designation with one year of experience at Christy Capital. His prior experience includes roles at Mercer University, Georgia Southern University, and the University of Florida. Christy Capital Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans with investment advisory and wealth management services, including financial planning and federal employee benefit analysis. The firm uses client profiles and risk-tolerance questionnaires to tailor recommendations and implements discretionary management through a subadvisor program.
Amanda H
Series 65
Macon, GA
Christy Capital Management, Inc.
Amanda Howell is a Series 65 licensed advisor at Christy Capital Management, Inc. in Macon, GA, with seven years of industry experience. She has been with Christy Capital Management since 2012. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers a range of services including retirement strategies, tax planning, estate conservation, and family legacy planning, and manages client assets through discretionary and non-discretionary programs while utilizing unaffiliated subadvisors for portfolio management.
Hampton D
Series 65
Macon, GA
Christy Capital Management, Inc.
Hampton Dillard is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Cathedral Coffee and Engleside Baptist Church. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers retirement strategies, tax planning, estate conservation, insurance and annuity products, family legacy planning, and consulting services, managing assets through discretionary and non-discretionary programs and recommending private market investments for qualifying clients.