Located on historic Courthouse Square in downtown Quincy at 4 East Washington Street, Quincy, FL 32351 — the historic banking landmark of The Quincy State Bank (Florida's oldest state-chartered bank, founded in Quincy in 1889 and merged into Capital City Bank Group, Inc. `Sunbiz Doc# G13015` / Capital City Bank `Doc# G75579`) — Capital City Investments and Capital City Trust Company (`Sunbiz Doc# P94000090624`) serve as Gadsden County's flagship fiduciary wealth management, retirement planning, and corporate trust hub. Securities and fiduciary investment advisory portfolios are offered through SEC-registered investment adviser and FINRA/SIPC broker-dealer LPL Financial LLC (`Firm CRD# 6413` / `SEC File #801-10970`, `Sunbiz Doc# M11000000644`) and led by veteran Financial Advisor Gregory Neil 'Greg' Mayes (`FINRA/SEC Individual CRD# 4768303`, 22+ years of securities experience since 2004, holding Series 7, 63, and 65/66 licenses with `0` regulatory disclosures). Working alongside Capital City Trust Company Vice President & Trust Officer Allie VanLandingham (`(850) 402-7750`, B.S. & M.S. from FSU, FSU Certificate in Financial Planning, 2022 Graduate of the Florida Trust and Wealth Management School) and Private Banker Mike Dasher (`(850) 627-9251`), the Quincy office assists retirees across Quincy, Gretna, Greensboro, and Midway with Florida Retirement System (FRS) Pension and DROP lump-sum rollovers, corporate fiduciary trust administration, estate settlement, Required Minimum Distribution (RMD) tax optimization, and multigenerational family wealth preservation.
Official Verification Sources: SEC IAPD / FINRA BrokerCheck — Gregory Neil Mayes (CRD# 4768303); Capital City Investments & Capital City Trust Company Official Website
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Gregory Neil 'Greg' Mayes (CRD# 4768303, 22+ yrs exp. since 2004, Series 7, 63 & 65/66, 0 disclosures) is dually registered with LPL Financial LLC (CRD# 6413, SEC# 801-10970, Sunbiz Doc #M11000000644) serving the Quincy branch of Capital City Investments at 4 E Washington St, Quincy, FL 32351 ((850) 402-7507).
Issuer: Florida Office of Financial Regulation (OFR) / Florida Division of Corporations
Notes: Capital City Trust Company (Sunbiz Doc #P94000090624) provides corporate fiduciary trustee and estate settlement services in Quincy through Vice President & Trust Officer Allie VanLandingham ((850) 402-7750) and Private Banker Mike Dasher at 4 E Washington St, Quincy, FL 32351.
Factual details and direct answers about Capital City Investments & Capital City Trust Company — Gregory N. "Greg" Mayes & Allie VanLandingham (Quincy Courthouse Square Flagship Branch)'s services, licensing, and credentials.
What is the historic relationship between the 4 East Washington Street office in Quincy and Capital City Trust & Investments?
Located on Courthouse Square at 4 East Washington Street, Quincy, FL 32351 ((850) 627-9251 / Investments (850) 402-7507), this flagship branch continues the legacy of The Quincy State Bank (founded in Quincy in 1889 as Florida's first state-chartered bank and later merged into Capital City Bank Group, Doc #G13015). Today, Gadsden County retirees can access both LPL Financial LLC (CRD# 6413 / SEC# 801-10970) fiduciary retirement portfolios with Financial Advisor Greg Mayes (CRD# 4768303, 0 disclosures) and corporate trustee administration with Capital City Trust Company VP Allie VanLandingham ((850) 402-7750).
Can Capital City Investments and Capital City Trust Company help Gadsden County state and school district retirees with FRS DROP rollovers and trust administration?
Yes. Financial Advisor Greg Mayes (CRD# 4768303) assists retiring Gadsden County School District educators, Florida State Hospital healthcare workers, and state agency employees with tax-free direct rollovers of FRS DROP lump sums and 457(b)/403(b) accounts, while Trust Officer Allie VanLandingham coordinates revocable living trusts, testamentary trusts, and formal estate administration.
Connect with complementary legal, financial, and residential providers serving seniors in Quincy and Gadsden County.
Lines, Hinson & Lines (Alexander Love Hinson, Attorney at Law)
Quincy, Gadsden County
(850) 875-1300
Gadsden County SHIP & Community Development Housing Program (with NWFRHA Section 8 HCV)
Quincy, Gadsden County
(850) 875-8659
Magnolia House Assisted Living — Quincy (Cross-Ref: New Mercys Care Midway)
Quincy, Gadsden County
(850) 875-1334
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
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
Youmans & Gardner, LLC, CPAs — Charles Ashley Gardner, CPA & Richard Y. "Dick" Youmans, CPA (Quincy Big Bend Office)
Quincy, Gadsden County
Florida Farm Bureau Financial & Retirement Services — Kenneth Stoutamire, CLU®, Lee Daffin, Todd Jackson & David Kirkland (Quincy & Havana Offices)
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.