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.
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Verified contacts
70
available on Kipplo
LinkedIn employees
75
51 to 200 range
Open roles
—
no listings
Distinct roles
39
indexed titles
Tech stack
0
tools in use
Monthly traffic
512
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Decision-makers and verified team members
70 contacts with verified email or phone · masked until revealed.
- BH
Brandi Hudon
Director of Talent Acquistion · Human Resources
EmailPhone - JR
Jessica Real
Financial Services · Finance & Accounting
EmailPhone - NS
Nolan Settles
Director of Operations · Operations
EmailPhone - BN
Brent Noel
Senior Vice President & Financial Services Rep · Sales & Business Development
EmailPhone - DS
Dillon Smith
Vice President Financial Services · Finance & Accounting
EmailPhone - JM
Joann Mylan Phan
Vice President · General Business & Management
EmailPhone - MD
Michael Davis
Vice President · General Business & Management
EmailPhone - MR
Miles R. Leslie
Vice President · General Business & Management
EmailPhone - AS
Amy Self
Sales Manager · Sales & Business Development
EmailPhone
Showing 9 of 70 verified contacts
Top roles at Capstone Financial, Llc
39 distinct titles indexed · top 10 shown.
- 10financial services representative
- 9financial advisor
- 5financial services professional
- 4vice president
- 2financial services
- 2sales assistant
- 1administrative assistant
- 1advisor
- 1appointment setter
- 1chartered financial consultant
- +29more titles
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