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.
Erin Freize, CFP® Financial Advisor
Michael J. Norris II Financial Advisor
JASON W. HEMING, MBA® Financial Advisor
Greg Young Financial Advisor
Adam SmithFinancial Advisor
Katherine Carragher Director of Operations
Allison Shaw Director of Sales and Marketing
Aliah Kennon Operations & Customer Service Manager
Marketing & Events Manager
(left to right): Haley Manzella, Katherine Carragher (Director), Savannah Kaplan, Francesca Stuart, Abigail Crocco (not pictured)
(left to right): Allison Shaw (Director), Lacey Spell, Elisabeth Maggio, Ashlie Bradley (Office Manager)
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.