Capstone Financial, LLC logo

Capstone Financial, LLC jobs and careers

Atlanta, GA, United States

About Capstone Financial, LLC

By providing objective advice and creating comprehensive plans, Capstone Financial is a premier, single-source wealth management firm in Atlanta. We are a MassMutual agency and have been steadily growing since our firm was founded in Atlanta in 1886. Today, it is still our vision to help our clients navigate the complexities of managing wealth and will continue to deliver the same customized solutions now as we have since our start. Our approach to setting financial goals and building strategies around them is three-fold: Consultative, Collaborative, and Comprehensive. By asking the right questions, and intuitively listening to your answers, we set the groundwork. Then, we work with you and our extended team of partners to craft an individualized financial plan to help you achieve your goals. Various perspectives and possibilities are considered to give you a customized, thorough strategy for wealth accumulation and preservation. Your goals, your priorities, your dreams, your decision. Please call us if you have any questions about our firm or the range of financial products and services we provide. Securities and investment advisory services offered through registered representatives of MML Investors Services, LLC, Member SIPC. 3550 Lenox Road Northeast, Suite 1100, Atlanta, GA 30326. (404) 261-8900. Capstone is not a subsidiary of MassMutual or its affiliated companies.

Founded in 1886 by David Melilli.

Founded
1886
Employees
125
Headquarters
Atlanta

Leadership

The top of Capstone Financial, LLC's org chart, with how many people report into each leader.

MD

Michael Davis

Sr. Vice President

7 reports

MWPhoto of Mike Woods

Mike Woods

Managing Director, CFP CDFA

5 reports

NKPhoto of Nicky Knodle

Nicky Knodle

Financial Strategist

WS

Whit Sanning

Chief Development Officer

DS

David L. Smith

Chief Compliance Officer

BNPhoto of Brent Noel

Brent Noel

Senior Vice President & Financial Services Rep

SG

Shelby Green

Vice President, Financial Services Representative

DSPhoto of Dillon Smith

Dillon Smith

Vice President Financial Services

JPPhoto of Joann Mylan Phan

Joann Mylan Phan

Vice President

DS

Doug Stewart

Vice President

MLPhoto of Miles R. Leslie

Miles R. Leslie

Vice President

AWPhoto of Austin White

Austin White

Vice President

MYPhoto of Matthew Ybarbo

Matthew Ybarbo

Financial Representative at Capstone Financial

Jobs at Capstone Financial, LLC

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