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 7, 63 and 66 securities exams 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.
Michael J. Norris II Financial Advisor
Adam SmithFinancial Advisor
Alex Suggs Financial Advisor
Erin Freize, CFP® Financial Advisor
JASON W. HEMING, MBA® Financial Advisor
Greg Young Financial Advisor
Katherine Carragher Director of Operations
Allison Shaw Director of Sales
Aliah Kennon Operations & Customer Service Manager
Director of Marketing
(left to right): Aliah Kennon (Manager) , Abigail Crocco, Ava Bruffey, Kensli Powell, Katherine Carragher (Director)
Not pictured: Alex Byrne
(left to right): Allison Shaw (Director), Audrey Kaufman (Manager), Haley Manzella, Taylor Barnes, Lacey Spell
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.