Client Spotlight: A Nordic Journey with Bonnie & Joe
Of course, some people go to work every day without ever feeling inspired by the families they serve. To us, that’s almost unimaginable, and clients like Bonnie and Joe make that inspiration abundantly clear. Joe retired from AT&T Bell Labs in 2007 after 35 years of dedicated service. Bonnie joined him two years later after being SE division manager for Cigna—presiding over the call center, case management, and physical building operations. And not for nothing, but she was also a crackerjack tennis player, winning more than her share of ALTA city championships.
Jeff Lloyd Featured in MarketWatch
Recently, Wes Moss was featured in a MarketWatch article on secrets to successfully taking RMDs – and minimizing taxes while doing it. Read the excerpted section of the article below. ‘A well-crafted plan should be personalized to align with income needs, charitable intentions, and legacy planning objectives,’ says Jeff Lloyd, investment adviser representative at Capital […]
On September 5th, 2025, Atlanta Business Chronicle ranked Capital Investment Advisors #13 on their Atlanta’s 25 Largest Money Managers list
We are excited to announce that Capital Investment Advisors has made it on Atlanta Business Chronicles 2025 Atlanta’s 25 Largest Money Managers list! Capital Investment Advisors ranks among the 25 Largest Financial Planning & Advisory Firms based on assets under management in Atlanta. The firm also ranks among the 25 Largest Money Managers in the city based […]
On September 5th, 2025, Atlanta Business Chronicle ranked Capital Investment Advisors #15 on their Atlanta’s 25 Largest Financial Planning & Advisory Firms list
We are excited to announce that Capital Investment Advisors has made it on Atlanta Business Chronicles 2025 Atlanta’s 25 Largest Financial Planning & Advisory Firms list! Capital Investment Advisors ranks among the 25 Largest Financial Planning & Advisory Firms based on assets under management in Atlanta. The firm also ranks among the 25 Largest Money Managers in […]
Wes Moss Featured on The Motley Fool Money Podcast
Wes Moss recently made a captivating appearance on The Motley Fool Money Podcast, delving into the Happiest Retirees. The episode goes beyond the surface, engaging in a much deeper discussion with Wes about how the current bull market compares to those of the past, estimates for the future returns from stocks, and how to make […]
Client Spotlight: Tigers, Temples & Travel Triumphs: Matt and Donna Explore India & Nepal
From career goals to bucket list adventures, each retiree’s journey is uniquely their own. At Capital Investment Advisors, we love spotlighting retirees who are embracing the freedom, joy, and fulfillment that retirement can offer. Today, we’re thrilled to share the story of Matt and Donna—two spirited travelers who recently checked off two major destinations from their retirement wish list: India and Nepal.
Wes Moss Featured in MarketWatch
Recently, Wes Moss was featured in a MarketWatch article on the most overlooked threat to retirement success. Read the excerpted section of the article below. “Maintaining discipline is key to a successful and happy retirement,” — Wesley Moss, CFP, Managing Partner and Chief Investment Strategist at Capital Investment Advisors “While there’s no one-size-fits-all approach to retirement, […]
On June 18, 2025, SmartAsset Named Capital Investment Advisors One of the Top 10 Financial Advisor Firms in Atlanta
Capital Investment Advisors is proud to announce that SmartAsset has named Capital Investment Advisors, LLC as one of the top 10 Financial Advisor Firms in Atlanta, Georgia on June 18, 2025, based on current publicly available data. SmartAsset’s financial experts vetted all registered investment advisors (RIAs) in Atlanta to find the top firms. Please see […]
Client Spotlight: From Boardrooms to Bookshelves: How Gerald Turned Retirement into a Creative Renaissance
A native Georgian who grew up in the Atlanta suburb of Decatur, Gerald received a BBA from the University of Georgia (Go Dawgs!) and then signed up for three years of service as an artillery officer in the U.S. Marine Corps. Along the way, he achieved his MBA from the University of Tampa and went to work for companies such as Coca-Cola Enterprises and Genuine Parts Company.
Capital Investment Advisors Named to InvestmentNews’ 2025 List of Top Financial Advisor Teams in the USA
ATLANTA – May 23, 2025 – Capital Investment Advisors is proud to announce that it has been recognized as one of InvestmentNews’ “Top Independent HNW Teams of 2025” and was among 20 firms chosen in the Southeast Region. According to InvestmentNews, the selection process relies solely on objective, independent data such as: SEC filings: Evaluated […]
