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Capitol Securities Adds Two Advisors to Sarasota Office

Summarized from All Financial Services & Investing

Capitol Securities Management has hired Joe Malave, CFP, and Katy Carrigan to expand its Sarasota, Florida wealth management operations.

Capitol Securities Adds Two Advisors to Sarasota Office

Capitol Securities Management has brought on Joe Malave, CFP, as Vice President of Investments, strengthening its advisory roster in Sarasota, Florida, the firm announced Nov. 6, 2026. Malave joins with more than 30 years of financial services experience, a tenure that spans multiple market cycles and client segments.

The hire signals continued growth for Capitol Securities' Optimal Wealth Management division, which is based in Sarasota. Katy Carrigan also joins the firm as part of the same expansion, broadening the team's capacity to serve clients in the region.

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Capitol Securities Management positions the additions as part of a broader effort to deepen its advisory bench in Florida's Gulf Coast market, where demand for independent wealth management services has grown steadily in recent years. The firm did not disclose the size of assets under management or the specific client focus the new advisors will carry.

Malave's CFP designation reflects completion of the Certified Financial Planner certification process, a credential widely recognized in the retail and high-net-worth advisory space. His appointment to the managing director level at Optimal Wealth Management underscores the seniority Capitol Securities is targeting in its recruiting efforts.

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Frequently Asked Questions

Q.What position did Joe Malave take at Capitol Securities Management?

Joe Malave joined Capitol Securities Management as Vice President of Investments and Managing Director at Optimal Wealth Management in Sarasota, Florida.

Q.How much experience does Joe Malave have in financial services?

Joe Malave brings more than 30 years of financial services experience to his new role at Capitol Securities Management.

Q.Where is Capitol Securities Management's Optimal Wealth Management office located?

The Optimal Wealth Management division is located in Sarasota, Florida.

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