Capital Investment Companies Continues to Expand in Georgia
RALEIGH, N.C.--(BUSINESS WIRE)--Jan 30, 2019--Capital Investment Companies, one of the largest independent financial services and brokerage firms in the Southeastern United States, continues their expansion into the Atlanta, Georgia area, with the addition of investment professional David Wilke.
David Wilke is a 27 year veteran of the financial services industry and has obtained his CLV, ChFC and CFP® in addition to maintaining his insurance and securities licenses. As a holistic planner, Wilke services all aspects of a client’s financial needs. While Wilke began his career servicing the physician community’s insurance needs, he developed a particular niche of being an expert in disability insurance for physicians. David has cultivated relationships within the physician’s community and currently offers a full range of financial services to this market. Wilke’s focus is on customizing financial plans in order to provide his clients with the best service possible. David is married to his wife Elizabeth and has three daughters. David enjoys reading, gardening, watching sports and planning his next adventure around the globe.
“David shares our core values as an innovative, independent adviser. We are pleased to have such a talented Investment Professional in our growing Georgia marketplace,” states Ben Brooks, President of Capital Investment Companies.
Headquartered in Raleigh, N.C. for 34 years, Capital Investment Companies ( www.cico.us ) is one of the largest independent financial services firms in the Southeastern United States. With their affiliates and strategic partners, the firm offers a wide variety of financial services to individuals striving to serve the Carolinas and beyond. Capital is a two time winner (2106 and 2017) of the Best Employers in North Carolina by Business North Carolina and a two time winner (2017 and 2018) of the Best Places to Work in Money Management by Pension & Investment Magazine. Capital Investment Companies has nearly 200 Independent Representatives and is located in 13 states.
About Capital Investment Companies Capital Investment Companies is comprised of Capital Investment Brokerage, Inc. and Capital Investment Group, Inc., registered broker/dealers (Members FINRA/SIPC), Capital Investment Counsel, Inc. and Capital Investment Advisory Services, LLC (two SEC registered investment advisory firms) and their affiliates. Capital Investment Companies ( ) is one of the largest independent financial services and brokerage organizations in the Southeastern United States. Headquartered in Raleigh, N.C., the firm offers a wide variety of financial services including: traditional investment brokerage, money management, mutual fund management, insurance services, estate planning, retirement plans, trust services, mortgage services, and a community foundation. They offer their services to individuals, corporations, and the CPA and banking community.
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CONTACT: Aubrey Poe
KEYWORD: UNITED STATES NORTH AMERICA GEORGIA NORTH CAROLINA
INDUSTRY KEYWORD: PROFESSIONAL SERVICES FINANCE
SOURCE: Capital Investment Companies
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PUB: 01/30/2019 12:44 PM/DISC: 01/30/2019 12:44 PM