Our Wealth Leaders

No great team performs well without great leadership. Capital City Wealth leadership guides our firms toward achieving their aims of being the premier wealth management providers in the Southeast while ensuring our client’s best interests are ever at the forefront of what we do. Leading by example and with integrity, our leaders embrace the guiding principles of client and community advocacy, learning and innovation and relationship-building and trust.

Leveraging more than 175 years’ combined experience in the financial industry, these wealth leaders assemble and develop our team of 40+ wealth professionals, keep their industry knowledge current, seek opportunities to deliver the greatest return to clients through exceptional experiences and superior offerings, represent Capital City Wealth well in our local communities and much more. We invite you to learn more about our leaders and the areas of our firms they manage. Then, explore the teams they have assembled to serve you.

Meet our wealth leaders.

Bill Moor, CTFA, AEP^®

President, Capital City Wealth

Bill Moor leads Capital City Wealth with a vision focused on client-centric service, sustainable growth and returning value to Capital City Bank Group shareowners. His leadership has been instrumental in shaping our reputation as a premier wealth management providers.

Ben Bowersox, CFP^®

Strategy Process Manager, Capital City Investments

Ben Bowersox leads Investment Strategies, our retail investments brokerage services provided by LPL Financial, and is pivotal in devising processes for aligning client goals with market opportunities through innovative advisor and strategy development.

Dave Johnston

Managing Director, Private Banking & Trust Services

Dave Johnston heads Private Banking and Trust Services, ensuring our private bankers, trust officers and support associates provide the highest level of client service, tailored deposit and loan products, compassionate fiscal management and much more to affluent individuals, families and institutions.

Tripp Bridges

Private Wealth Planner, Capital City Investments

As a wealth planner and co-founding principal of our Private Wealth Planning, Tripp Bridges is devoted to helping entrepreneurs prepare for the unique challenges of managing business and personal finances, accumulating and retaining wealth, mitigating risk and more.

James (Jay) Joiner, IV

Private Wealth Planner, Capital City Investments

As a wealth planner and co-founding principal of Private Wealth Planning, the keystone of Jay Joiner's practice is succession and estate planning for all businesses with particular interest in agricultural industries.

Ted Welch, Sr.

Private Wealth Planner, Capital City Investments

Founding principal of the Private Wealth Planning practice and seasoned wealth planner, Ted Welch, Sr. specializes in wealth-maximization and tax-planning strategies and legacy planning as well as asset transfer for entrepreneurs, executives, physicians and agricultural business/landowners.

Ed West

Private Wealth Process Manager, Capital City Investments

Ed West coaches our Private Wealth Planning to achieve client service excellence, new business goals and strategic outcomes.

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Ben came to the Capital City Trust Company in 2013 from a Fortune 500 firm where he held a business development position with a focus on client relationships. Prior to that, he served as a naval aviator and naval officer with multiple deployments in Operation Iraqi Freedom. Ben serves on the boards of the Florida State University CFP^® Advisory Council and the Florida State Graduate School Development Council. He is a member of the Tallahassee Regional Estate Planning Council, Leadership Tallahassee, Leadership Florida and the Economic Club of Florida.

Dave joined Capital City Trust Company in 2023 with more than 30 years of financial experience. He has held many leadership roles in wealth management and private banking, including previously serving as Head of Wealth Management for Ameris Bank, and overseeing various wealth management roles for SunTrust Bank for 18 years.

Dave’s mission is to ensure all clients have confidence in their financial affairs. He believes wealth advisors serve a noble role in helping clients achieve their most important goals and aspirations. When he’s not working hard for his clients, Dave volunteers with Must Ministries and enjoys spending time with his wife and three wonderful children, boating and pickleball.

Tripp began his career with one of the largest life insurance companies in the world, earning many different insurance and investment licenses. In his first year, Tripp was named the Rookie of the Year and received many other accolades. He was able to learn from some of the best planners in the business, which greatly helped accelerate his career.

Tripp devotes his efforts as a wealth planner helping entrepreneurs prepare for the unique challenges life presents. His goal? To help his clients keep their promises.

Outside of work Tripp and his wife, Katie, enjoy traveling, spending time with family, going to Florida State games and actively serving at First Baptist Church of Colquitt, GA. That is, when he isn’t out in the woods. Tripp was raised to do three things: love Jesus, work harder and smarter than most and to always do what he says he will do.

Jay Joiner brings more than two decades of experience in financial services industry and an unwavering commitment to his profession, community and clients’ financial success. The keystone of Jay’s focus is on business succession and estate planning.

A native of South Georgia, Jay received his bachelor’s degree in marketing from Valdosta State University. When Jay is not working, he spends as much time as he can with his wife, Lyndsey, and their three sons. They are active in their church and love spending time at their farm.

Ed coaches our private wealth planning team to achieve client service excellence, new business goals and strategic outcomes.