ATLANTA – August 26, 2024 – Capital Investment Advisors, an Atlanta-based RIA firm, is pleased to announce the opening of its Dallas office. This will be the firm’s fifth location – joining offices in Phoenix, Denver, Tampa, and Atlanta – and will open on September 2, 2024. The office is located at 5495 Belt Line Road, Suite 390, in North Dallas.
The Dallas office will open with two veteran investment advisors, an operations team member, and a business development manager. Capital Investment Advisors recently welcomed Jonas Roos (CFP®) and Joseph McDonald to its Dallas team of investment advisors. Mary Margaret Boyd will be joining the Dallas office as Client Service Associate. And, seasoned Capital Investment Advisors employee Matt Clark (CFP®) will be relocating to Dallas from the company’s headquarters in Atlanta to lead business development efforts there.
According to Capital Investment Advisors partner and director of business development Jeff Keane, “Establishing an office in Dallas was something our leadership team has been planning for the better part of five years. This was a strategic decision to accommodate the growing need in the Dallas area as well as build Capital Investment Advisor’s presence in Texas. We are looking forward to helping families in and around the Dallas area.”
For more information about Capital Investment Advisors, visit YourWealth.com.
About Capital Investment Advisors
Capital Investment Advisors is a fee-only financial advisory and asset management firm based in Atlanta. Since 1996, CIA has provided clients with financial strategy and management tailored to the client’s individual circumstances and objectives. The firm currently manages more than $5.5 Billion in assets (as of June 2024). For more information on Capital Investment Advisors, please visit www.YourWealth.com or call 404-531-0018.
Media Contact:
Andrea Rizk
Rizk Public Relations
andrea@rizkpr.com
