Capstone Financial Partners Employee Directory

Q: How many employees does Capstone Financial Partners have currently?

Capstone Financial Partners has approximately 11 employees.

The professionals at Capstone Financial Partners provide wealth management and 401(k) retirement planning services to individual investors, small business owners and corporate clients. We earn the trust of our clients by offering a strong educational platform, independent advice and a wide selection of investment solutions. Securities and Investment Advisory Services offered through NFP Advisor Services, LLC, Member FINRA(www.finra.org)/SIPC(www.sipc.org). NFP Advisor Services, LLC is not affiliated with Capstone Financial Partners. NFPAS does not provide tax or legal advice. This LinkedIn profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFP Advisor Services, LLC (NFPAS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact NFPAS Compliance Department at 512-697-6000.

Find Capstone Financial Partners employees' phone numbers or email addresses

Capstone Financial Partners Global Highlights

North America
14

United States Of America
14

Capstone Financial Partners's Leadership

R. A.
Managing Partner & Founder
Mobile Phone
Email
M. P.
Associate Director
Mobile Phone
Email
A. P.
Wealth Manager
Mobile Phone
Email
M. S.
Wealth Manager
Mobile Phone
Email
A. D.
Financial Advisor
Mobile Phone
Email
B. G.
Portfolio Strategist
Mobile Phone
Email
B. G.
Portfolio Strategist
Mobile Phone
Email
D. G.
Investment Research Summer Analyst
Mobile Phone
Email

Contact profiles from Capstone Financial Partners

Name

Title

Contact Info

Location

Last Update

N. W.
Recruiting Coordinator
Mobile Phone
Email
United StatesGeorgia
Oct 22, 2024
P. J.
Sales Producer
Mobile Phone
Email
Oct 21, 2024
P. M.
Client Service Representative
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
R. K.
Client Service Representative
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
V. B.
Financial Services Professional
Mobile Phone
Email
United StatesGeorgia
Oct 17, 2024

Frequently Asked Questions

What is Capstone Financial Partners known for?

Capstone Financial Partners operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-804-270-****

. Explore Capstone Financial Partners's company overview page for more information.

What is Capstone Financial Partners's most common email format?

Capstone Financial Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capstone Financial Partners email formats with LeadIQ.

How many employees does Capstone Financial Partners have currently?

Capstone Financial Partners has approximately 11 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Capstone Financial Partners's key employees and leadership?

As of October 2025, Capstone Financial Partners's key employees include:

Managing Partner & Founder: R. A.
Associate Director: M. P.
Wealth Manager: A. P.
Wealth Manager: M. S.
Financial Advisor: A. D.

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