Meet The Team
The team behind Capital City Financial Partners is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Joshua Bradley Managing Partner and Financial Advisor
Joshua Bradley is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement income.
Josh’s interest in finance and problem solving, along with his desire to make a positive impact on others’ lives, drew him to the financial services industry in 2006. After serving as an independent financial advisor with Voya Financial, he decided to form Capital City Financial Partners in 2015.
As an Investment Adviser Representative, Josh has a fiduciary duty to offer only strategies that are in his clients’ best interest. He enjoys helping clients identify their goals and then creating a plan to help them accomplish those goals, and he is committed to earning their trust by providing the highest level of service.
Josh is an Investment Adviser Representative who has passed the Series 66 security exam and holds insurance licenses in South Carolina, North Carolina, Georgia, Florida, Ohio, Tennessee and Massachusetts.
A lifelong resident of the Columbia area, Josh attended the University of South Carolina before joining the South Carolina Air National Guard. He and his wife, who also served in the Air Guard, have three daughters and a son. In his spare time, Josh enjoys being with his family, traveling and cheering on USC sports.
Katherine Carragher Partner, Director of Financial Operations
Allison Shaw Partner, Director of Strategic Growth
ALLYSON CONWAY Director of Client Services
Shipley Yonkers Director of Marketing
Alex Suggs Client Service Manager
Ava BruffeyClient Service Manager
David PolsonSenior Plan & Trade Associate
Cheyanne powellClient Service Coordinator
Ashlie Bradley Office Manager
Maureen Horan Assistant Director of Operations
Sissy CoxDigital & Social Media Associate
James FiteAdvisor Associate
Ethan LexAdvisor Associate
Bella PantanoClient Service Associate
Cal BarwisClient Service Associate
Samantha JacobsClient Service Associate
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.