Holly Evans Mallory serves as a Partner and the Operations Director and Compliance Director for Capital Investment Advisors (CIA). She has been a member of the CIA family since August 2000 and an integral part of the firm’s growth and success. Holly is responsible for the business operations of CIA, directing the day-to-day management of our firm. She is also responsible for building relationships with our clients and our custodians, Charles Schwab and Fidelity Investments. Holly oversees our portfolio reconciliation, billing and reporting operations as well as managing the company’s compliance program, providing income tax preparation and spearheading various special projects that contribute to the growth of our organization. Her passion is working with our clients and helping them resolve any questions or concerns that they may have.
Holly graduated from Kennesaw State University in 2000 with a Bachelor of Business Administration degree in Finance and in 2006 with a Master of Business Administration degree in Management. In her spare time, she enjoys spending time with her husband Drew and daughters Marly and Presley.