CB Capital Investment Group

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At CB Capital Investment Group we strive to fully understand our clients' needs and long term goals and then develop comprehensive recommendations structured to help clients appropriately invest and diversify their holdings.

Through our Financial Consultants partnership with LPL Financial, CB Capital Investment Group is able to offer clients access to sophisticated financial, insurance, estate planning services and to many other specialized financial services and products including1:

  • Individual Retirement Accounts
  • Business Retirement Plans
  • Wealth Management Platforms
  • Life Insurance
  • Long Term Care

To learn more about our comprehensive financial services1 and speak with or setup a complimentary financial review, please contact the Financial Consultant near you.

Associate Location Phone
Tim Lawson 6290 Towncenter Drive
Clemmons, NC 27012
Adam Morrison 445 S. Main Street
Burlington, NC 27215
Chad Trevithick 9632 Chapel Hill Rd.
Morrisville, NC 27560
David Ward 4901 Glenwood Avenue
Raleigh, NC 27612
Bryson McKinney 500 South Stratford Rd.
Winston-Salem, NC 27103
Joshua Tallent 1751 Hendersonville Rd.
Asheville, NC 28803
Blake J. Greiter 12217 Capital Blvd.
Wake Forest, NC 27587
Skyler Harrison 255E Independence Blvd.
Mount Airy, NC  27030
Judith Grooms 215 North Pine Street
Spartanburg, SC 29302
Tillman Meetze 1320 Main Street, Suite 175
Columbia, SC 29201
Attila Gaal 121 Alhambra Plaza, Suite 100
Coral Gables, FL 33134
Ryan Austin 506 Cape Coral Pkwy. E.
Cape Coral, FL 33904
Wil Pena 80900 Overseas Hwy, P.O. Box 1000
Islamorada, FL 33036
Charles Sauer 599 9th Street, Suite 100
Naples, FL 34102
Phillip E. Ellis 1099 Tamiami Trail
Nokomis, FL 34275
Jeff Fink 422 Main Street
Spring Hill, TN 37174
Joe Frost 5000 Kingston Pike
Knoxville, TN 37919
Alex Minge 10201 Parkside Drive
Knoxville, TN  37922
Bill Morgan 710 Nashville Pike
Gallatin, TN  37066
Chris O'Dell 3015 E. Andrew Johnson Hwy
Greeneville, TN 37744
Anthony Sheffield 422 Main Street
Spring Hill, TN 37174
Will Campbell 901 West State Street
Bristol, VA 27201

1 Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/ SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

The investment products sold through LPL Financial are not insured Capital Bank, N.A. deposits and are not FDIC insured.  These products are not obligations of Capital Bank, N.A. and are not endorsed, recommended or guaranteed by Capital Bank, N.A. or any government agency.  The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. 


• Are Not FDIC Insured • Are Not Bank Guaranteed • May Lose Value
• Are Not Deposits • Are Not Insured by Any Federal Government Agency • Are Not a Condition to Any Banking Service or Activity

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CT, FL, GA, IL, KY, LA, MA, MD, MI, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT and WA.