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 Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Financial Advisor
Location
Nashville Metropolitan Area, United States, 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 company with 99 employees, based in Nashville Metropolitan Area, United States, 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
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{first_initial}{last}@capstonefn.com
86% confidence
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 →
JC
Jennifer Chiang
Colleague at The Piedmont GroupAtlanta, Georgia, United States, United States
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MF
Marisa French
Colleague at The Piedmont GroupUnited States, United States
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PG
Patrick Griffin
Colleague at The Piedmont GroupNorthport, Alabama, United States, United States
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MK
Michael Kipniss Chsnc, Clu, Chfc, Casl
Colleague at The Piedmont GroupAlpharetta, Georgia, United States, United States
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NH
Ned Hastings
Colleague at The Piedmont GroupAtlanta, Georgia, United States, United States
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LG
Logan Green
Colleague at The Piedmont GroupGardendale, Alabama, United States, United States
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WB
William Bennett Bradford, Cima®
Colleague at The Piedmont GroupAtlanta, Georgia, United States, United States
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JD
Jennifer Dobson
Colleague at The Piedmont GroupBibb County, Georgia, United States, United States
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HT
Heath Thomas
Colleague at The Piedmont GroupGreater Birmingham, Alabama Area, United States
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MP
Miriam Powers
Colleague at The Piedmont GroupVirginia Beach, Virginia, United States, United States
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Jennifer Chiang
Colleague at The Piedmont GroupAtlanta, Georgia, United States, United States
View →
MF
Marisa French
Colleague at The Piedmont GroupUnited States, United States
View →
PG
Patrick Griffin
Colleague at The Piedmont GroupNorthport, Alabama, United States, United States
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MK
Michael Kipniss Chsnc, Clu, Chfc, Casl
Colleague at The Piedmont GroupAlpharetta, Georgia, United States, United States
View →
NH
Ned Hastings
Colleague at The Piedmont GroupAtlanta, Georgia, United States, United States
View →
LG
Logan Green
Colleague at The Piedmont GroupGardendale, Alabama, United States, United States
View →
WB
William Bennett Bradford, Cima®
Colleague at The Piedmont GroupAtlanta, Georgia, United States, United States
View →
JD
Jennifer Dobson
Colleague at The Piedmont GroupBibb County, Georgia, United States, United States
View →
HT
Heath Thomas
Colleague at The Piedmont GroupGreater Birmingham, Alabama Area, United States
View →
MP
Miriam Powers
Colleague at The Piedmont GroupVirginia Beach, Virginia, United States, 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, 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 Jennifer Chiang, Marisa French, Patrick Griffin, Michael Kipniss Chsnc, Clu, Chfc, Casl, and Ned Hastings.
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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