Capitol Securities Management Welcomes Joe Malave and Katy Carrigan to Optimal Wealth Management
Capitol Securities Management has announced the addition of Joe Malave, CFP®, as Vice President of Investments, along with office manager Katy Carrigan. The move brings the Sarasota-based Optimal Wealth Management team into the Capitol Securities network. Malave joins the firm with over 30 years of financial services experience, having previously held leadership and advisory roles at major institutions including Raymond James, UBS, Allianz, and Transamerica. His expertise focuses on comprehensive financial planning and portfolio management for individuals and families. This expansion strengthens Capitol Securities' presence in the Florida market. The firm continues to utilize a clearing relationship with Raymond James to provide technology and services to its growing roster of advisors.
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Topics: Financial Services Hiring Personnel Change