Jamey Mekal is the Manager of Client Relations for The Capstone Planning Group. In this role she oversees a variety of functions for the team including new client onboarding, account opening, transfers, move money requests, RMD services, and general client inquiries. She has been with the team since 2005 and currently holds her Series 6 and 63 licenses.
Jamey and her husband Michael are residents of Southbridge, MA and have two children. In her spare time, she enjoys spending time with her family and friends, painting, reading John Grisham novels, and giving back to the community. Jamey has been part of the Relay for Life of Southern Worcester County since 2003 and is currently on their Planning Committee.
The Capstone Planning Group | Located at Cornerstone Bank
Direct Phone: 508-764-0046
200 Charlton Road [Suite B]
Sturbridge, MA 01566
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Capstone Planning Group or Capstone EDGE, and may also be employees of Cornerstone Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
Conveniently located at Cornerstone Bank