Located in the heart of Wakulla County's commercial corridor at 2592 Crawfordville Highway, Crawfordville, FL 32327 (branch phone `(850) 926-6740` / investments direct `(850) 888-6054`), the Crawfordville branch of Capital City Bank (`Sunbiz Doc# G75579` / Capital City Bank Group, Inc. `Doc# G13015`) serves as Wakulla County's premier full-service fiduciary wealth management, retirement income, and corporate trust center through **Capital City Investments** and **Capital City Trust Company** (`Sunbiz Doc# P94000090624`). 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 on-site in Crawfordville by veteran Financial Advisor **Lisa Rene McPherson, CRPC®, AAMS®** (`FINRA/SEC Individual CRD# 2690347`, Chartered Retirement Planning Counselor™ and Accredited Asset Management Specialist™, holding Series 7, 63, and 65 licenses with `0` customer dispute or disciplinary disclosures) alongside regional Financial Advisor **Gregory Neil 'Greg' Mayes** (`FINRA/SEC Individual CRD# 4768303`, 22+ years of experience, `0` disclosures) and Capital City Trust Company Vice President & Trust Officer **Allie VanLandingham** (`(850) 402-7750`). Because Capital City Bank operates the primary commercial banking hub for all of Wakulla County, the Crawfordville office assists retired state agency workers, Wakulla County School District educators, and coastal families across Crawfordville (`32327`), Panacea (`32346`), Sopchoppy (`32358`), and St. Marks (`32355`) with Florida Retirement System (FRS) DROP lump-sum and Pension rollovers, corporate fiduciary trust administration, estate settlement, Required Minimum Distribution (RMD) automation, and tax-exempt municipal bond ladders.
Official Verification Sources: SEC IAPD / FINRA BrokerCheck — Lisa Rene McPherson (CRD# 2690347); Capital City Investments & Capital City Trust Company — Crawfordville Branch
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: Lisa Rene McPherson, CRPC®, AAMS® (CRD# 2690347, Series 7, 63 & 65, 0 disclosures) and Gregory Neil Mayes (CRD# 4768303, 0 disclosures) are registered with LPL Financial LLC (CRD# 6413, SEC# 801-10970, Sunbiz Doc #M11000000644) at Capital City Investments, 2592 Crawfordville Hwy, Crawfordville, FL 32327 ((850) 888-6054).
Issuer: Florida Office of Financial Regulation (OFR) / Florida Division of Corporations
Notes: Capital City Trust Company (Sunbiz Doc #P94000090624) provides corporate fiduciary trustee, living trust, and probate estate administration for Wakulla County families at 2592 Crawfordville Hwy, Crawfordville, FL 32327 ((850) 926-6740 / Trust Desk (850) 402-7750).
Factual details and direct answers about Capital City Investments & Capital City Trust Company — Lisa R. McPherson, CRPC®, AAMS®, Greg Mayes & Allie VanLandingham (Crawfordville Branch)'s services, licensing, and credentials.
Who is the dedicated retirement and wealth advisor at Capital City Bank's Crawfordville branch?
At the Capital City Bank branch at 2592 Crawfordville Highway, Crawfordville, FL 32327 ((850) 888-6054 / branch (850) 926-6740), Capital City Investments is led on-site by Financial Advisor Lisa R. McPherson, CRPC®, AAMS® (FINRA/SEC CRD# 2690347, 0 disclosures) alongside regional advisor Greg Mayes (CRD# 4768303, 0 disclosures) through SEC-registered LPL Financial LLC (CRD# 6413 / SEC# 801-10970), with corporate fiduciary trust services coordinated through Capital City Trust Company (Sunbiz Doc #P94000090624).
Can Capital City Investments in Crawfordville help retiring state workers and Wakulla County educators with FRS DROP rollovers?
Yes. Because thousands of Wakulla County seniors retire from state government agencies in nearby Tallahassee or the Wakulla County School District, Chartered Retirement Planning Counselor™ Lisa R. McPherson (CRD# 2690347) specializes in tax-free direct rollovers of FRS DROP lump sums, FRS Investment Plan balances, and Florida 457(b) Deferred Compensation accounts into structured monthly retirement income portfolios.
Connect with complementary legal, financial, and residential providers serving seniors in Crawfordville and Wakulla County.
Ausley McMullen — Crawfordville / Wakulla County Office (Frances "Francie" Casey Lowe, Esq., LL.M. & Sarah S. Butters, Esq.)
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Eden Springs Nursing and Rehabilitation Center (formerly Wakulla Manor)
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Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
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Coordinating Florida Retirement System (FRS) pensions, DROP lump sums, and corporate trust services in Wakulla County.
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Aligning revocable living trusts and homestead tax exemptions in Crawfordville, Panacea, and Sopchoppy.
English Financial Group, LLC — Brian Campbell English, ChFC®, CASL®, CLTC®, RICP® & Jordan Lee, ChFC® (Osaic Wealth — Crawfordville)
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Centennial Financial Services (Crowley Wealth / Ameriprise Financial Services, LLC) & Centennial Bank Trust — Crawfordville Main Branch
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Champions First Credit Union (formerly FSU Credit Union) & Private Wealth Management & Consulting — Edward 'Eddie' A. Knowles, AIF®, BFA™ (Cross-Ref: Gulf Winds Wealth Management)
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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.