Florida Banking April 2023

KUDOS

Capital City Investments’ Bill Moor and Brian Urban Recognized by LPL Financial

C ogent Bank opened its new 5,000-square-foot Naples banking center, situated on the corner of US 41 and Vanderbilt Beach Road. The banking center welcomed its clients and team members at its grand opening event on January 26. “Opening the Naples banking center is another example of Cogent Bank providing forward-thinking services and exceptional service to our clients,” says Brandon Box, Cogent Bank Southwest Florida market president. “We want the community to feel welcome here with our devoted and skilled team who are prepared to go the extra mile for our clients.” Moor joined Capital City Bank in 1987 and became president of Capital City Investments in 1995. Moor also became president of Capital City Trust Company in 2012, and Capital City Strategic Wealth in 2021. Capital City Investments advisors provide a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more. Brian Urban, an LPL Financial advisor at Capital City Investments in Tallahassee, Fla., announced his inclusion in LPL’s Freedom Club. With more than 21,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based upon their business success*. W illiam “Bill” L. Moor, Jr., president of Capital City Investments and Capital City Strategic Wealth (located at Capital City Bank and Capital City Trust Company in Tallahassee, Fla.) announced his inclusion in LPL’s Chairman’s Club. This elite award is presented to institution program managers who represent less than 4 percent of the firm’s more than 21,000 LPL-affiliated advisors nationwide. “This is an impressive achievement that Bill has earned as a top performer and showcases his dedication to his clients and program,” said Pete Dorsey, LPL executive vice president, Institution Services. “It is an honor to support Bill with robust technology, integrated products and differentiated services so he can run a thriving practice. We wish Bill and his entire team continued success as they create meaningful impact in the lives of their clients.”

“On behalf of LPL, I’m thrilled to congratulate Brian,” said Dorsey. “We wish Brian and his entire team even greater success as they continue to help their clients work towards their financial goals in the years ahead.” Urban joined Capital City Investments in 2014, is based in Tallahassee, Fla. and serves Jefferson, Leon, Madison and Taylor counties. He provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more. Moor and Urban are affiliated with LPL Financial, a leading wealth

William “Bill” L. Moor, Jr.

Brian Urban

management firm. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives. *Achievement is based on top 23 percent of annual production among LPL Advisors only.

Cogent Bank Opens New SW Florida Location; Surpasses $275 Million in Deposits

The Southwest Florida banking centers — Fort Myers and Naples — have exceeded $275 million in deposits since opening two years ago by investing in local businesses and organizations. The team has also served the community by successfully opening over 2,000 business and personal accounts. The opening of the Naples banking center allows Cogent to more than double its employee presence in Southwest Florida to better serve the demand of its clients. All team members, including banking center staff, personal and private banking and underwriting will work in one location to streamline and enhance clients’ banking experience.

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