Located on US Highway 19 South (South Jefferson Street) at 800 South Jefferson Street, Monticello, FL 32344 ((850) 342-2500 / legacy Monticello line (850) 997-3577), the Monticello Branch of Capital City Bank (FDIC Certificate #9622, Federal Reserve Member Bank chartered in 1895, Florida Sunbiz Document #G75579 / #134420, Capital City Bank Group, Inc. Doc# G13015 / SEC CIK #0000726601) serves as Jefferson County's full-service commercial banking, corporate fiduciary trust, and SEC-registered retirement wealth management hub. Through Capital City Trust Company (FL OFR Corporate Trust Charter #70239, Florida Sunbiz Document #P94000090624, chartered in 1961 — led by President William Louis 'Bill' Moor Jr., CRD #2662011, and Vice President & Trust Officer Allie VanLandingham, (850) 402-7750), Monticello, Lloyd (32337), Wacissa (32361), and Lamont (32336) families receive professional corporate trustee, successor trustee, special needs trust, and 2nd Judicial Circuit probate executor administration. Fiduciary investment advisory and brokerage portfolios are delivered through Capital City Strategic Wealth and Capital City Investments via SEC-registered investment adviser and FINRA/SIPC broker-dealer LPL Financial LLC (Firm CRD #6413 / SEC File #801-10970, Sunbiz Doc# M11000000644), staffed by Strategy Process Manager Benjamin Ford 'Ben' Bowersox, CFP® (Individual CRD #6538503, 0 disclosures, (850) 402-8020), Senior Financial Advisor Gregory Neil 'Greg' Mayes (Individual CRD #4768303, 22+ years experience, 0 disclosures, (850) 402-7507), Christopher R. 'Chris' Malphurs, CFP® (Individual CRD #5651226, 0 disclosures), and Financial Advisor Joseph Matthew 'Matt' Edwards.
Official Verification Sources: Capital City Bank — Official Monticello Office (800 S Jefferson St) & Wealth Management Portal; SEC IAPD / FINRA BrokerCheck — Benjamin Ford Bowersox, CFP® (CRD #6538503), Gregory N. Mayes (CRD #4768303) & William L. Moor Jr. (CRD #2662011); FDIC BankFind Suite — Capital City Bank (FDIC Certificate #9622) & Capital City Trust Company (Sunbiz #P94000090624)
Issuer: Federal Deposit Insurance Corporation (FDIC), Federal Reserve System & Florida Office of Financial Regulation (OFR)
Notes: Verified 2026-10-26: Capital City Bank (FDIC Cert #9622, Sunbiz #G75579) operates its full-service Jefferson County branch at 800 S Jefferson St, Monticello, FL 32344 ((850) 342-2500 / legacy line (850) 997-3577), providing corporate fiduciary trust and estate administration through Capital City Trust Company (Sunbiz Doc #P94000090624, President Bill Moor Jr., CRD #2662011, and VP & Trust Officer Allie VanLandingham, (850) 402-7750).
Issuer: U.S. Securities and Exchange Commission (SEC), FINRA & CFP Board
Notes: Verified 2026-10-26 via SEC IAPD & FINRA BrokerCheck: Capital City Strategic Wealth and Capital City Investments offer fiduciary investment advisory and brokerage services through LPL Financial LLC (CRD #6413, SEC #801-10970, Sunbiz #M11000000644), led by President William Louis 'Bill' Moor Jr. (CRD #2662011), Strategy Process Manager Benjamin Ford 'Ben' Bowersox, CFP® (CRD #6538503, 0 disclosures), Senior Advisor Gregory Neil 'Greg' Mayes (CRD #4768303, 0 disclosures), and Christopher R. Malphurs, CFP® (CRD #5651226, 0 disclosures) at (850) 402-8020.
Factual details and direct answers about Capital City Bank (Monticello Branch — FDIC #9622), Capital City Trust Company & Capital City Strategic Wealth / Investments (LPL Financial — Ben Bowersox, CFP®, Greg Mayes & Allie VanLandingham)'s services, licensing, and credentials.
Can Monticello and Jefferson County retirees access a corporate trustee and a CFP® wealth advisor through Capital City Bank at 800 South Jefferson Street?
Yes. Through the Monticello branch at 800 South Jefferson Street, Monticello, FL 32344 ((850) 342-2500 / (850) 997-3577), families can appoint Capital City Trust Company (Sunbiz #P94000090624, VP & Trust Officer Allie VanLandingham, (850) 402-7750) as corporate trustee or personal representative and work with Capital City Strategic Wealth / Capital City Investments (LPL Financial CRD #6413 / SEC #801-10970, led by Ben Bowersox, CFP®, CRD #6538503, and Greg Mayes, CRD #4768303, (850) 402-8020) for fiduciary retirement planning.
How does Capital City Strategic Wealth help Jefferson County state commuters and school employees with FRS DROP rollovers?
Because many residents of Monticello (32344), Lloyd (32337), and Wacissa (32361) retire from State of Florida agencies in nearby Tallahassee or the Jefferson County School District, the Capital City Strategic Wealth team specializes in FRS Pension Option 1–4 survivor analysis and tax-free direct rollovers of FRS DROP lump sums and State 457(b) Deferred Compensation plans.
Connect with complementary legal, financial, and residential providers serving seniors in Monticello and Jefferson County.
Floyd Faglie, P.L., Morris Law Firm & Collins Law Firm — Floyd B. Faglie, Esq., Robert E. Morris, Esq., David W. Collins, Esq. & Charles M. Collins, Esq. (Monticello Resident Elder Law, Probate & Real Property Counsel)
Monticello, Jefferson County
(850) 997-6300
Heritage Manor Apartments — 36-Unit Dedicated 62+ / Disabled USDA Section 515/521 & FHFC LIHTC Senior Community (Monticello)
Monticello, Jefferson County
(850) 997-4727
Brynwood Health and Rehabilitation Center (#SNF10680961 / CCN #105514 — 97 Beds) & Cross Landings Health and Rehabilitation Center (File #23301 / CCN #105832 — 60 Beds) — Monticello In-County Skilled Nursing & Memory Care Hub
Monticello, Jefferson County
(850) 997-1800
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Farmers & Merchants Bank (FMB — Historic Monticello Domestic Charter #169 / #11286) & Successor Renasant Bank (f/k/a The First Bank — Monticello Main Office)
Monticello, Jefferson County
Edward Jones — Robert J. Davison, AAMS® & Trent Bish Roberts, AFFP® (Monticello East Washington Street In-County Storefront Branch)
Monticello, Jefferson County
Jefferson County Teachers Credit Union (NCUA #67341 — Monticello HQ), Envision Credit Union / Addition Financial (NCUA #68173 / #68516) & First Commerce Credit Union (NCUA #68464 — Six Pillars Financial Advisors)
Monticello, Jefferson County
East Tallahassee US-90 (Mahan Drive) & Thomasville Road SEC-Registered CFP® Fiduciary Wealth Hub — Smith Bruer Advisors (CRD #284508), Raymond James (CRD #705), Morgan Stanley (CRD #149777) & Merrill Lynch (CRD #7691)
Monticello, Jefferson County
Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.