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.
Directors
Katherine
Smith Partner,
Director of Operations
Allison
Shaw Partner,
Director of Strategic Growth
ALLYSON
CONWAY Director of
Client Services
LIS
MAGGIO Director of
Business Development
Financial Professionals
Support staff
Maureen
HoranAssistant Director of Operations
Ava
BruffeyClient Service Manager
Cheyanne
PowellClient Service Manager
David
PolsonClient Service Manager
Max
HollandClient Service Manager
Jessica
VolkleClient Care Coordinator
Ashlie
BradleyOffice Manager
Jadyn McDonough,
MS®, MBA®Digital Marketing Manager
Debra
SigmonClient Care Associate
Sissy
CoxDigital & Social Media Associate
Sophia
MckowenDigital & Social Media Associate
Kristina
EspinetMarketing & Events Associate
Ada
StiglbauerMarketing & Events Associate
Meghan
KarrAdvisor Service Associate
Owen
GriderAdvisor Service Associate
Taylor
PannelClient Service Associate
Elizabeth
MischelClient Service Associate
David
GershmanClient Service Associate
Sarena
CannistraciClient 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.