Located on U.S. Highway 27 (South Main Street) in the heart of historic downtown Havana at 102 South Main Street, Havana, FL 32333, the Havana branch of Capital City Investments and Capital City Trust Company (`Sunbiz Doc# P94000090624` / Capital City Bank `Doc# G75579` / Capital City Bank Group, Inc. `Doc# G13015`) serves retirees and families across eastern Gadsden County, including Havana (`32333`), Midway (`32343`), and the Lake Talquin / Ochlockonee River corridor. Offering fiduciary investment advisory and brokerage services through SEC-registered investment adviser and FINRA/SIPC broker-dealer LPL Financial LLC (`Firm CRD# 6413` / `SEC File #801-10970`, `Sunbiz Doc# M11000000644`), the Havana office is staffed by Financial Advisor Gregory Neil 'Greg' Mayes (`FINRA/SEC Individual CRD# 4768303`, 22+ years of securities experience since 2004, Series 7, 63, and 65/66, `0` regulatory disclosures; direct advisory line `(850) 402-7507`), Vice President & Trust Officer Allie VanLandingham (`Capital City Trust Company`, `(850) 402-7750`), and Private Banker Mike Dasher. The team delivers in-person retirement income modeling, State of Florida FRS DROP and pension rollovers, Required Minimum Distribution (RMD) and Qualified Charitable Distribution (QCD) execution, and corporate fiduciary trustee services right in downtown Havana.
Official Verification Sources: SEC IAPD / FINRA BrokerCheck — Gregory Neil Mayes (CRD# 4768303 — Havana Coverage); Capital City Wealth Management & Trust Official Website
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA / FL OFR
Notes: 102 S Main St, Havana, FL 32333 ((850) 539-6461 / Advisory (850) 402-7507) is an active Capital City Investments branch offering securities and fiduciary advisory services through LPL Financial LLC (CRD# 6413, SEC# 801-10970, Sunbiz Doc #M11000000644) with Financial Advisor Gregory Neil Mayes (CRD# 4768303, 22+ yrs exp., 0 disclosures) and Capital City Trust Company (Doc #P94000090624) VP & Trust Officer Allie VanLandingham ((850) 402-7750).
Factual details and direct answers about Capital City Investments & Capital City Trust Company — Gregory N. "Greg" Mayes & Allie VanLandingham (Havana Downtown Branch)'s services, licensing, and credentials.
Can Havana and Midway retirees meet with a registered fiduciary advisor and trust officer locally in downtown Havana?
Yes. At the Capital City Bank / Capital City Investments office at 102 South Main Street, Havana, FL 32333 ((850) 539-6461 / Investments (850) 402-7507), eastern Gadsden County retirees can schedule in-person consultations with LPL Financial Advisor Greg Mayes (CRD# 4768303, 0 disclosures) and Capital City Trust Company Vice President & Trust Officer Allie VanLandingham ((850) 402-7750).
Does the Havana office assist retired State of Florida agency employees living in Havana and Midway with FRS DROP and 457(b) accounts?
Yes. Because many Havana and Midway seniors retired from State of Florida agencies or Gadsden County public service, Greg Mayes and the Capital City Wealth team specialize in coordinating FRS Pension income with tax-free direct rollovers of FRS DROP lump sums and State of Florida 457(b) Deferred Compensation plans.
Connect with complementary legal, financial, and residential providers serving seniors in Havana and Gadsden County.
Law Office of Richard S. Swaine (Richard S. Swaine, Attorney at Law — Havana)
Havana, Gadsden County
(850) 539-4555
Dogwood Manor Apartments — USDA Section 515 / 521 & FHFC LIHTC Senior Apartments (Havana)
Havana, Gadsden County
(850) 539-8147
Bell Road Human Services, Inc. (Havana Assisted Living Facility)
Havana, Gadsden County
(850) 539-8510
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Ashmore & Ashmore, P.A., CPAs — James R. Ashmore, CPA & Sharron L. Ashmore, CPA (Havana Office; Cross-Ref: Roy Raker, P.A., CPA)
Havana, Gadsden County
Capital City Investments & Capital City Trust Company — Gregory N. "Greg" Mayes & Allie VanLandingham (Quincy Courthouse Square Flagship Branch)
Quincy, Gadsden County
Centennial Financial Services (Crowley Wealth / Ameriprise Financial Services, LLC) & Centennial Bank Trust — Quincy Branch
Quincy, Gadsden County
Addition Financial Wealth Management (formerly Envision Credit Union) — Michael L. Nagy & Hieu P. Nguyen (Raymond James — Quincy Financial Center)
Quincy, Gadsden 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.