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Financial Services*

Capital Bank recognizes that our customers' needs often reach beyond banking services and products, and we have made arrangements with providers that can give you access to a number of other financial services and products.

Capital Investment Group, Inc is a securities broker/dealer and investment advisor, registered with the Securities and Exchange Commission and a member of the Financial Industry Regulatory Authority ("FINRA"). It also is licensed to provide insurance products and services in North Carolina and other states. Through its Registered Representatives, Capital Investment Group provides securities brokerage and insurance products and services to its clients, including our customers and others in our coverage area. Capital Investment Group is a separate entity and is not affiliated with Capital Bank.

Associate Location Phone
Ann King
  Financial Services Specialist
Burlington
S. Main Street
336.506.1663
 
Faith G. Rash
  Financial Services Specialist
Raleigh
Glenwood Avenue
919.645.4192
 
John Chaulklin
  Financial Consultant
Burlington
S. Main Street
336.506.1661
 
Brian Clayton
  Financial Consultant
Burlington
S. Main Street
336.506.1662
 
Rob Wiggins
  Financial Consultant
Raleigh
Glenwood Avenue
919.874.6326
 
Kimberlee Sipe
  Financial Consultant
Raleigh
Glenwood Avenue
919.645.3289
 

Capital Investment Group offers a broad array of securities and other non-bank products to meet the needs of clients' financial portfolios. Their products include, among others, stocks, bonds, derivatives (options), corporate bonds, municipal bonds, mutual funds, real estate investment trusts ("REITs"), fixed and variable annuities, U.S. government and government agency instruments, and Real Estate Investment Trusts ("REITS"). Capital Investment Group's Registered Representatives work diligently to find the most suitable products to satisfy clients' investment objectives, consistent with their financial profile and risk tolerance.

Capital Investment Group also offers clients access to sophisticated financial, insurance, and estate planning services, and to many other specialized financial services and products including:

Individual Retirement Accounts
Business Retirement Plans
Trust Accounts and Services
Wealth Management Platforms
1031 Exchange Services
Individual, Family and Group Health Insurance
Life Insurance
Long Term Care/Medicare Supplement Coverages

* Capital Bank does not sell or provide securities investment management, investment advisory, or broker/dealer products or services. All those products and services are provided to Capital Bank's customers through Capital Investment Group, Inc., 17 Glenwood Avenue, Raleigh, NC 27603, which is a separate entity and is not affiliated with Capital Bank. These securities and investment products are not FDIC insured; are not deposits or other obligations of and are not guaranteed by Capital Bank; and are subject to investment risks, including possible loss of the principal invested.

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