Advisor at Capital City Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital City Wealth Advisors, Inc.
Location
Tallahassee, FL 32301
Credentials
Series 63, Series 65
Industry experience
24 years
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.
Based on Capital City Wealth Advisors, Inc.
Based on Capital City Wealth Advisors, Inc.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Certain Supervised Persons or affiliates may offer securities brokerage and insurance products under separate commission-based arrangements.
304 E. Tennessee St.
Tallahassee, FL 32301
Florida
LPL Financial
2019 - Present (7 years)
Capital City Bank Group, Inc.
2017 - Present (9 years)
BB&T Investments
2006 - 2017 (11 years)
Bb&T
2005 - 2017 (12 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Tallahassee, FL
Shonan Gold Financial LLC
Series 65
Tallahassee, FL
Dougherty Financial Planning, LLC
Series 63, Series 65
Tallahassee, FL
Chiron Capital Management, LLC
Series 66
Tallahassee, FL
Proper Wealth
CFP®, Series 63, Series 66
Tallahassee, FL
Proper Wealth
Series 66
Tallahassee, FL
Cassini Capital Management, LLC
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