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.
Michael Davis
Sr. Vice President
7 reports
Mike Woods
Managing Director, CFP CDFA
5 reports
Nicky Knodle
Financial Strategist
Whit Sanning
Chief Development Officer
David L. Smith
Chief Compliance Officer
Brent Noel
Senior Vice President & Financial Services Rep
Shelby Green
Vice President, Financial Services Representative
Dillon Smith
Vice President Financial Services
Joann Mylan Phan
Vice President
Doug Stewart
Vice President
Miles R. Leslie
Vice President
Austin White
Vice President
Matthew Ybarbo
Financial Representative at Capstone Financial
Jobs at Capstone Financial, LLC
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