Capitol Securities Adds Two Advisors to Sarasota Office
Capitol Securities Management has hired Joe Malave, CFP®, and Katy Carrigan to expand its Sarasota, Florida wealth management operations.
Capitol Securities Management has brought on Joe Malave, CFP®, as Vice President, Investments, and Katy Carrigan to its Sarasota, Florida operations, the firm announced in early November 2026. The hires signal continued growth for the wealth management firm's Gulf Coast presence.
Malave joins with more than three decades of financial services experience, a credential depth that positions him to serve clients through the firm's Optimal Wealth Management division. His role as Managing Director adds senior-level leadership to the Sarasota office.
Read more Brookdale Senior Living Posts $13.9M Q3 2026 Net Loss →
The dual hire reflects a broader trend among independent broker-dealers and registered investment advisory firms seeking to attract experienced, credentialed advisors as competition for wealth management talent remains intense across the industry. Certified Financial Planner designees like Malave are particularly sought after as investor demand for fiduciary-style guidance grows.
Capitol Securities Management, which operates across multiple states, has used targeted recruitment of established advisors to build out regional hubs. The Sarasota market, drawing affluent retirees and pre-retirees to Florida's west coast, represents a strategically valuable geography for wealth management firms.
Continue reading at All Financial Services & Investing.
