Senior Fianancial Advisor
Current
Sep 2024 - Present
AeroLeads people directory · profile
David Capozzi Email & Phone Number
Senior Financial Advisor
at
The Piedmont Group
1 work email found
@capstonefn.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Financial Advisor
Location
Nashville Metropolitan Area, United States
Company size
Who is David Capozzi? Overview
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Quick answer
David Capozzi is listed as Senior Financial Advisor at The Piedmont Group, a with 99 employees, based in Nashville Metropolitan Area, United States. AeroLeads shows a work email signal at capstonefn.com and a matched LinkedIn profile for David Capozzi.
David Capozzi previously worked as Senior Fianancial Advisor at The Piedmont Group and Senior Vice President at Capstone Financial, Llc. David Capozzi holds Bachelor'S Degree, Cum Laude from University Of Massachusetts Amherst.
Company email context
Email format at The Piedmont Group
This section adds company-level context without repeating David Capozzi's masked contact details.
{first_initial}{last}@capstonefn.com
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AeroLeads found 1 current-domain work email signal for David Capozzi. Compare company email patterns before reaching out.
Profile bio
About David Capozzi
The Piedmont Group is a premier financial services firm with a long tradition of delivering client solutions suited to their individual needs. Since 1886, our clients count on our vast experience in taking complex issues and reducing them to understandable, problem solving ideas.Insurance Representative of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111 0001, and its affiliated US insurance companies. Registered Representative of and securities, investment advisory and financial planning services offered through MML Investors Services, LLC,Member SIPC and a MassMutual subsidiary. (www.sipc.org). Supervisory address: 3550 Lenox Road NE Suite 1100 Atlanta, GA 30326. (615) 330-4835. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Securities licensed in AL, AR, CA, CO, FL, GA, KY, LA, MA, OR, PA, and TN. Insurance licensed in AL, AR, CA, FL, GA, IL, IN, KY, LA, MA, MD, MI, MS, NE, NJ, OH, PA, TN, TX, UT, and WA. Arkansas Producer Insurance License Number 2820043. Domiciled in TN, CA Insurance License Number 0C99853.
Listed skills include Wealth Preservation, Wealth Management, Financial Planning, Inheritance Tax Planning, and 1 others.
Current workplace
David Capozzi's current company
Company context helps verify the profile and gives searchers a useful next step.
The Piedmont Group
7 roles
David Capozzi work experience
A career timeline built from the work history available for this profile.
Senior Financial Advisor
Current
Sep 2024 - Present
Senior Vice President
Dec 2018 - Sep 2024
Financial Advisor
Dec 2016 - Dec 2018
Financial Advisor
Dec 2008 - Dec 2016
Registered Representative
Jul 2004 - Dec 2008
Life And Health
Aug 1998 - Jul 2004
Team & coworkers
Colleagues at The Piedmont Group
Other employees you can reach at thepiedmontgroups.com. View company contacts for 99 employees →
DS
Dalton Sinquefield
Colleague at The Piedmont GroupBirmingham, Alabama, United States
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DO
Dan Odle
Colleague at The Piedmont GroupBirmingham, Alabama, United States
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JO
Julie Olin Serotta
Colleague at The Piedmont GroupAtlanta, Georgia, United States
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EC
Edward C.
Colleague at The Piedmont GroupAtlanta Metropolitan Area, United States
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CW
Christian Watson
Colleague at The Piedmont GroupSuwanee, Georgia, United States
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BT
Bryan Tross
Colleague at The Piedmont GroupMontgomery, Alabama, United States
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LC
Luigi Compres
Colleague at The Piedmont GroupAtlanta Metropolitan Area, United States
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CB
Casey Burrow
Colleague at The Piedmont GroupClanton, Alabama, United States
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TM
Thomas Mayhew
Colleague at The Piedmont GroupAtlanta, Georgia, United States
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FV
Faustina Vélez
Colleague at The Piedmont GroupAtlanta, Georgia, United States
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Dalton Sinquefield
Colleague at The Piedmont GroupBirmingham, Alabama, United States
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DO
Dan Odle
Colleague at The Piedmont GroupBirmingham, Alabama, United States
View →
JO
Julie Olin Serotta
Colleague at The Piedmont GroupAtlanta, Georgia, United States
View →
EC
Edward C.
Colleague at The Piedmont GroupAtlanta Metropolitan Area, United States
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CW
Christian Watson
Colleague at The Piedmont GroupSuwanee, Georgia, United States
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BT
Bryan Tross
Colleague at The Piedmont GroupMontgomery, Alabama, United States
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LC
Luigi Compres
Colleague at The Piedmont GroupAtlanta Metropolitan Area, United States
View →
CB
Casey Burrow
Colleague at The Piedmont GroupClanton, Alabama, United States
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TM
Thomas Mayhew
Colleague at The Piedmont GroupAtlanta, Georgia, United States
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FV
Faustina Vélez
Colleague at The Piedmont GroupAtlanta, Georgia, United States
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1 education record
David Capozzi education
FAQ
Frequently asked questions about David Capozzi
Quick answers generated from the profile data available on this page.
What company does David Capozzi work for?
David Capozzi works for The Piedmont Group.
What is David Capozzi's role at The Piedmont Group?
David Capozzi is listed as Senior Financial Advisor at The Piedmont Group.
What is David Capozzi's email address?
AeroLeads has found 1 work email signal at @capstonefn.com for David Capozzi at The Piedmont Group.
Where is David Capozzi based?
David Capozzi is based in Nashville Metropolitan Area, United States while working with The Piedmont Group.
What companies has David Capozzi worked for?
David Capozzi has worked for The Piedmont Group, Capstone Financial, Llc, Prudential Financial, Allstate Financial Services, Llc, and Wilbanks Securities, Inc.
Who are David Capozzi's colleagues at The Piedmont Group?
David Capozzi's colleagues at The Piedmont Group include Dalton Sinquefield, Dan Odle, Julie Olin Serotta, Edward C., and Christian Watson.
How can I contact David Capozzi?
You can use AeroLeads to view verified contact signals for David Capozzi at The Piedmont Group, including work email, phone, and LinkedIn data when available.
What schools did David Capozzi attend?
David Capozzi holds Bachelor'S Degree, Cum Laude from University Of Massachusetts Amherst.
What skills is David Capozzi known for?
David Capozzi is listed with skills including Wealth Preservation, Wealth Management, Financial Planning, Inheritance Tax Planning, and Asset Protection.
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