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Meet Our Operations Team

The Operations team serves as the first point of contact for the company—whether answering phones or welcoming visitors in the office—they set the tone for professionalism and hospitality. Their efficiency and attention to detail creates a well-organized workplace while overseeing internal needs and ensuring seamless day-to-day functionality.

Executive Team
Wealth Advisors
Directors
Relationship Managers
Financial Services
Operations
Compliance
Marketing
Human Resources
Other Key Roles
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Capita Careers

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FINANCIAL GUIDANCE PODCAST

THE FINANCIAL CALL

There are a ton of financial planning resources available, but how many of those are applicable to both beginner and advanced financial learners? The Financial Call has the answers. We've built this podcast so no matter where you're at with your financial knowledge, you can jump in at the beginning, learn the basics and then build upon that.

Explore The Guided Path SERIES

Topics Discussed:

  • Income Planning
  • Social Security
  • Investing
  • Tax Planning
  • Estate Planning
  • Business Owners
  • Charitable Giving
  • Insurance

Explore Our Network

The network you need. Reach out and have our team align your goals with a proven strategy!