Meet Your Team
About
James Crossley is a Tax Planning Strategist at Capital Investment Advisors. In this role, he works closely with our advisory team on tax planning and educational strategies designed to support CIA clients and their families.
James holds a master’s degree in accounting, a CPA License, and is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.
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.
