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Associates

Rene' Bruer

Donald Butcher

Larry DiPietro, CFP®

Shirley Douthit

Lisa  Esteves, CFP®

Mary Ann Finneran

Drew Gay

Garett D. Knight

Duane Knight

Alison H. Mewborne, CFP® 

Bill Moor

Tim Owens

Megan Quinn

Michelle Rafferty

George M. Smith

Dave Glaze

Joycelyn  Jackson

Judy  Mott

About Us
  • Investment Access
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  • Capital City Bank
  • INVEST Financial Corporation
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Contact Us

217 N Monroe Street
Tallahassee, FL 32301

Phone: 850.402.7732Toll Free in Florida - 866.906.5765 Toll Free in Georgia/Alabama - 866.566.6106
Fax: 850.402.7739

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INVEST Financial Corporation(INVEST), member FINRA, SIPC, a registered broker dealer is not affilitated with Capital City Banc Investments and Capital City Bank. Securities and insurance products are offered through INVEST and affiliated insurance agencies and are: NOT FDIC INSURED*MAY LOSE VALUE*NO BANK GUARANTEE

 

 


 

Important Consumer Information: 


 

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;


 


1. Representatives of a broker-dealer("BD") or investment advisor("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a)satisfy the qualification requirments of, and are approved to do business by, the state; or (b)are excluded or exempted from the state's licensure requirements.


2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a)effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.



 

 

 

 

 

 

 

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