Wealth Advisory
Your advisors are your main point of contact at Capital Advisors. They focus on wealth and investment management and strive to provide you with a great client experience.
David Bannon
Senior Vice President, Wealth Advisor
205-390-7366 Schedule a Meeting

David is located in the Birmingham office and focuses on wealth management. He has over 20 years of experience in the financial services industry. David graduated from the University of Alabama with a B.S. in Commerce and Business Administration.

Financial Planning
Your Financial Planner is responsible for creating and monitoring your comprehensive financial plan (if applicable) and assisting with any other financial planning needs such as retirement planning, Social Security analysis, Roth conversions, distribution planning, etc.
Kelcy Flores
Kelcy Flores, CFP®, CPWA®
Director Of Financial Planning
918-877-2433 Schedule a Meeting

Kelcy is located in the Tulsa headquarters and leads the financial planning services group at Capital Advisors. She earned her undergraduate degree from the University of Notre Dame and her MBA from the University of Tulsa. Kelcy competed on the Irish varsity tennis team, finishing her career as a two-time All-America selection, and was inducted into the Oklahoma Tennis Hall of Fame in 2014. She is a CFP® professional and is a Certified Private Wealth Advisor®. In the community, Kelcy dedicates her time and talent to Street School and Living Arts as a board member. At home, Kelcy and her husband are raising two young daughters.

Client Service
Your Client Service contact is responsible for administration needs. These needs may include duplicate statements, login assistance, money movement, deposits, withdrawals, opening new accounts, tax documents, etc.
Jessica Pugh
Client Service Specialist
866-230-5879

Jessica is located in the Tulsa office and focuses on client service. She has over 17 years of experience in the financial services industry.