Meet Your Team
About
Chelsey Braswell serves as a Client Service Manager and the Second Home Operations Lead at Capital Investment Advisors. Since joining the firm in 2015 as an Operations Assistant, she has supported a wide range of teams and initiatives across the organization.
Now based in Denver, CO, Chelsey works closely with Chris Pataky, Michael De La Garza, and Drew Fear on office operations and client support. She also works with the operations team across the 2nd homes to ensure consistency and great service, no matter which office you work with.
Chelsey holds a Bachelor’s degree in Communication with a concentration in Public Relations and a minor in Marketing from Kennesaw State University. Outside of work, she enjoys exploring Denver with her husband, Kyle, and their daughter, Poppy or relaxing at home enjoying a good book or reality tv show.
Start with a no-pressure conversation about your goals, your questions, and what a plan built around your family could look like.
Capital Investment Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. For more information, including our Form ADV, please visit https://adviserinfo.sec.gov/firm/summary/158055.
A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
