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Financial Services*

To help you plan for your financial future, whether you are looking to invest extra money or if you are getting plans in place for retirement, we proudly introduce our Capital Bank Financial Services team. Capital Bank is aware of the broad range of financial options available to assist you in meeting your financial needs. We have partnered with Capital Investment Group, Inc. (non-affiliated with Capital Bank) to offer you those various services.

Our team can meet you in any of our Capital Bank offices, or if it is more convenient we’d be happy to meet with you at your home or business. Give us a call today so we can learn more about how we can help you invest in your future.

Associate Title Location Phone Number
Phillip Allen Financial Advisor Asheville, Hendersonville Rd. 828.227.4507
Ann King Financial Services Specialist Burlington, S. Main St. 336.506.1663
John Chaulklin Financial Advisor Burlington, S. Main St. 336.506.1661
Brian Clayton Financial Advisor Burlington, S. Main St. 336.506.1662
Rob Wiggins Financial Advisor Raleigh, Six Forks Rd. 919.874.6326

* Not FDIC insured. No bank guarantee. May lose value. Securities offered through Capital Investment Group, Inc., 17 Glenwood Avenue Raleigh, NC 27603. Member NASD/SIPC

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