Client Spotlight

In May of 2026, Patricia, one of our happy retirees, flew with her sister to Bergen, Norway to join the Viking Neptune and sail Norway’s

Some retirement dreams take shape over decades. For one of our clients, David Scott, his lifelong love of backpacking led to a 100-mile trek through

Charles and Dawn Norfolk were originally hesitant to retire, but because they had the means and the desire, Jason Gove, one of our Phoenix team

With each opportunity to spotlight a client’s achievements, we inevitably learn something valuable. The hope is to spread that knowledge and joy to inspire others

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

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

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

If you cross-checked Capital Investment Advisors’ client list with a roster of extraordinary citizens who stand out in their respective communities, there would be plenty

Our job is to help retirees find happiness. When they do, we celebrate the news to help inspire others to pursue their core pursuits. Today,

Retirement often marks the end of a career, but for Jerry and his wife Cherie, it was the beginning of something extraordinary—a chance to turn

Lisa retired from the Bell System in 2006 and Dallas a year later, timing that was influenced by an early package offer after the “new”

Retiring after a successful career as a chemical coating sales representative and over 30 years in healthcare management, Lloyd and Vickie were ready to get