Sarasota, Florida, November 6, 2026 / PRNewswire / -- Capitol Securities Management welcomes Joe Malave and CFP ® to join the company as Vice Presidents of Investments. Joe possesses over 30 years of experience in financial services and will continue to provide services to individuals, families, and professionals through Optimal Wealth Management.
Joe works closely with clients to develop personalized financial strategies that suit their individual circumstances and long-term goals. His expertise includes comprehensive financial planning and portfolio management, and he always places a high emphasis on customer service.
Joe began his financial services career in 1994. He has held positions as financial advisor at Raymond James, UBS, and NFP Securities. In the early stages of his career, he assisted in managing four Cigna Financial Advisors offices in Southern California as a registered supervisor, and later went on to serve as regional vice president at Allianz, Pacific Life, and Transamerica.
Joe holds the CERTIFIED FINANCIAL PLANNER certification. He obtained a Bachelor of Economics degree from the University of Connecticut and completed the study of MBA courses.
Joe or Project is one of the 180 board members. This organization is a non-profit group located in Sarasota, dedicated to reducing recidivism rates and supporting successful reintegration into society. He also participates in competitive USTA tennis tournaments and practices mixed martial arts. His hometown is Newtown, Connecticut, but he currently resides in Sarasota; he has two daughters, Layna and Nora.
Joining Joe was also his office manager, Katy Carrigan. Katy is a native of Sarasota and has been working at Raymond James since 1999. She possesses industry experience in corporate technology, communication, business planning, and operations.
Let's welcome Joe, Katy, and Optimal Wealth Management to join Capitol Securities together!
Contact Information
Joe Malave, CFP ® | Vice President of Investments Optimal Wealth Management | Capitol Securities Management 1800 2nd Street, Suite 890, Sarasota, FL 34236 Phone: 941-399-5101 | Email: jmalave @ optimalwealthmgmt.com
Katy Carrigan Phone: 941-399-5100 | Email: kcarrigan @ optimalwealthmgmt.com
CFP Board owns the rights to the CFP ® and CERTIFIED FINANCIAL PLANNER ™ certification marks in the United States, and authorizes individuals who successfully meet their initial and ongoing certification requirements to use them.
About Capitol Securities Management
Capitol Securities Management, Inc is a regional brokerage and investment advisory firm headquartered in the Mid-Atlantic region of the United States, with business outlets extending from New England to Florida. Since 1985, the company has served the needs of clients and advisors through an integrated, customer-centric platform. Capitol Securities and Raymond James maintain a clearing relationship, providing support for client accounts, products, services, and technology, and they are also members of FINRA and SIPC.
For more information, please visit www.capitolsecurities.com, or contact the CEO Joe Jianos at (617) 897-8501, email jajianos @ capitolsecurities.com.
