Justin J. Willmott

      Focus: Insurance Strategies, Investment Strategies

      Languages: English

      Finance has always been a captivating topic for Justin Willmott. "Growing up I always found myself directing conversations towards the topic of money, and found it interesting how everyone had a different style and strategy to reach their goals", says Justin.

      Knowing this passion, Justin earned a degree in finance and investments from the University of North Dakota. Following graduation, he joined a financial planning firm in the Midwest where he developed his niche in working with physicians. For over two years he worked with physicians affiliated with the University of Minnesota, the Mayo Clinic, and other regionally recognized healthcare facilities

      Through several relationships built with residents starting practice in the Atlanta area, Justin took notice of the opportunity to start a new office and decided to move his practice to Atlanta. Justin works closely with residents and attending physicians at local hospitals and universities including Emory University, Morehouse University and the Atlanta Medical Center.

      Several years later, Justin was introduced to Scott and Seth through mutual friends. They quickly realized that by combining efforts they would be able bring additional value to clients and impact a larger number of physicians. "I was really impressed with what Seth and Scott had created in WealthMD and their lecture series, The Business of Medicine. It was clear they had developed what I am striving for, so joining efforts was a no brainer," Justin recalls.

      As a regular keynote speaker for various teaching hospitals and select medical groups throughout the country, Justin and his staff have built an exceptional reputation for developing comprehensive financial strategies for physicians. Justin and his team strive to work with clients in order to create a robust financial strategy whether they are in residency, practice or nearing retirement.

      Outside of work, Justin spends his time with family and friends. He enjoys playing golf, a sport he played competitively in high school and college. He also enjoys traveling, being outdoors, and playing sports.

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      Capstone Financial

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      3550 Lenox Road NE Suite 1100
      Atlanta, GA 30326

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