James Lewis, CFP®, MBA

James Lewis is a CERTIFIED FINANCIAL PLANNER™ and a Senior Investment Advisor at Capital Investment Advisors. He serves on the firm’s Investment Committee and is a trusted resource for families seeking to make the most of their Social Security benefits—including lifetime, spousal, and survivor filing strategies.

Before transitioning into financial planning, James built his foundation as a structural engineer, earning a BS in Civil Engineering from Louisiana State University before completing an MBA in Finance at Georgia State University. That engineering background continues to shape his approach today. James applies the same precision and problem-solving mindset he once brought to complex projects to help families design thoughtful, efficient, and resilient financial plans. He brings structure to uncertainty, helping clients with everything from investment management to in-depth estate and tax planning.

James and his wife, Amanda, have a blended family that includes six children and two spirited boxers. At home or at work, he believes that life’s most meaningful investments are the ones you make in the people and moments that matter most.