Anchored on US Highway 19/98 at 2003 South Byron Butler Parkway, Perry, FL 32348 ((850) 584-2057 / (850) 223-4711), the Perry branch of Capital City Bank (FDIC Certificate #9622, ABA Routing #063100688, NMLS #75615, Florida Sunbiz Doc# G75579; parent Capital City Bank Group, Inc. Doc# G13015 / #K02131, founded 1895) serves as Taylor County's full-service corporate fiduciary trust, private banking, and wealth management center. Through Capital City Trust Company (Sunbiz Doc# P94000090624, Trust Desk (850) 402-7750, Vice President & Trust Officer Allie VanLandingham), Taylor County seniors and coastal/timberland families access corporate fiduciary trustee, successor trustee, special needs trust, and 3rd Judicial Circuit probate estate administration. Concurrently, Capital City Investments and Capital City Strategic Wealth deliver fiduciary retirement planning and investment management through SEC-registered investment adviser and FINRA/SIPC broker-dealer LPL Financial LLC (Firm CRD #6413 / SEC File #801-10970, Sunbiz Doc# M11000000644), supported for Perry and Big Bend clients by Senior Financial Advisors Gregory Neil 'Greg' Mayes (CRD #4768303, 0 disclosures), Lisa Rene McPherson, CRPC®, AAMS® (CRD #2690347, 0 disclosures), and Daniel Douglas 'Danny' Etheridge, CRPC®, CKA® (CRD #6189560, 0 disclosures). This listing also cross-references Perry's community bank wealth division at Taylor County Community Bank (a division of Madison County Community Bank, 1405 S Jefferson St, Perry, FL 32348, (850) 371-7000, FDIC Cert #35056, NMLS #403330), where LPL Financial Planner John Byron Poore II (Individual CRD #4511039, Wealth Enhancement & Preservation, 24+ years experience since 2002) provides local pension, 401(k)/FRS rollover, and retirement portfolio management.
Official Verification Sources: FDIC BankFind — Capital City Bank (Cert #9622) & Madison County Community Bank (Cert #35056); Capital City Bank Group — Perry Branch (2003 S Byron Butler Pkwy) & Capital City Trust / Strategic Wealth; FINRA BrokerCheck — John Byron Poore II (CRD #4511039 — Taylor County Community Bank / LPL Financial)
Issuer: FDIC, Florida Office of Financial Regulation (OFR), SEC & FINRA
Notes: Verified 2026-10-23: Capital City Bank (FDIC Cert #9622, Sunbiz Doc# G75579) operates at 2003 S Byron Butler Pkwy, Perry, FL 32348 ((850) 584-2057), providing corporate fiduciary trust services via Capital City Trust Company (#P94000090624) and advisory services via Capital City Investments / Strategic Wealth (LPL Financial CRD #6413 / SEC #801-10970).
Issuer: FDIC, FINRA & U.S. Securities and Exchange Commission (SEC)
Notes: Taylor County Community Bank (a division of Madison County Community Bank, FDIC Cert #35056, NMLS #403330, 1405 S Jefferson St, Perry, FL 32348, (850) 371-7000) partners with LPL Financial Planner John Byron Poore II (CRD #4511039, Wealth Enhancement & Preservation) for retirement and investment management.
Factual details and direct answers about Capital City Bank — Perry Branch & Capital City Trust / Strategic Wealth (with Taylor County Community Bank & Wealth Enhancement & Preservation — John Byron Poore II)'s services, licensing, and credentials.
Can Taylor County families appoint a corporate fiduciary trustee and access LPL Financial wealth advisors at Capital City Bank in Perry?
Yes. Through the Capital City Bank branch at 2003 South Byron Butler Parkway, Perry, FL 32348 ((850) 584-2057), retirees and families can appoint Capital City Trust Company (Sunbiz Doc# P94000090624, Trust Desk (850) 402-7750) as corporate trustee or personal representative for living trusts, special needs trusts, and estates, while working with Capital City Investments / Strategic Wealth advisors through SEC-registered LPL Financial LLC (CRD #6413 / SEC #801-10970).
Does Taylor County Community Bank on South Jefferson Street also offer licensed investment and retirement planning?
Yes. Taylor County Community Bank (a division of Madison County Community Bank, FDIC Certificate #35056, NMLS #403330) at 1405 South Jefferson Street, Perry, FL 32348 ((850) 371-7000) offers Investment & Wealth Services through LPL Financial Planner John Byron Poore II (Individual CRD #4511039, Wealth Enhancement & Preservation), alongside FDIC-insured IRA CDs and deposit accounts.
Connect with complementary legal, financial, and residential providers serving seniors in Perry and Taylor County.
The Curtis Law Firm, P.A. — Donald Raymond "Ray" Curtis III, Esq.
Perry, Taylor County
(850) 584-5299
Taylor County SHIP Housing Program, NWFRHA Section 8 & Suwannee River Economic Council (SREC) Perry Center
Perry, Taylor County
(850) 838-3500
Marshall Health and Rehabilitation Center (Aviata at Big Bend / Award Care at Big Bend — Perry 120-Bed Skilled Nursing & Memory Care)
Perry, Taylor County
(850) 584-6334
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Florida Public Guardian & Guardianship Guide →
How corporate fiduciary trustees like Capital City Trust Company manage revocable, special needs, and estate trusts.
Senior Citizen Benefits in Florida →
Coordinating FRS DROP rollovers, FDIC-insured IRA CDs, and trust distributions in Perry and Steinhatchee.
Edward Jones — Cory G. Taylor, CFP® (Perry Branch — with State Farm Investment Management Advisors Misty S. Rhoden & John A. Kasak)
Perry, Taylor County
Page Accounting & Tax Services — Daniel Emerson Page, CPA (with Powell & Jones, CPAs & Moran & Smith, LLP)
Perry, Taylor County
Champions First Credit Union — Perry Branch & Private Wealth Management (with VyStar Credit Union & VyStar Investment Services — Perry & Steinhatchee Branches)
Perry, Taylor County
Blue Coast Federal Credit Union (Buckeye Community Federal Credit Union) — Perry Corporate Headquarters & Main Office
Perry, Taylor 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.