Mike Parsons, CFA

Mike Parsons is the Family Office Advisor for Capital Investment Advisors (CIA). In this role, he works directly with Mitch Reiner, Wes Moss, Ansur Ahmed, and Remington Hasty to deliver our suite of high-touch, family office services for individuals and families.  Mike delivers our Family Office value proposition by delivering a thoughtful approach to comprehensive […]

Kevin Rodgers

Kevin Rodgers is an Investment Advisor as well as the East Coast Advisor Lead for Capital Investment Advisors (CIA) in our Tampa, FL branch. He enjoys helping clients find their passion in retirement and works with them to create customized investment portfolios based on their specific needs, goals, and lifestyle. Kevin earned his BBA – […]

Ansur Ahmed

Ansur Ahmed serves as Private Investments Specialist at Capital Investment Advisors. In this role, Ansur helps advisors and their clients work towards their investment goals by utilizing private investments. Ansur concurrently works for Altera, Capital Investment Advisor’s preferred private investment partner, to ensure integration between clients and their investment offerings. Ansur joined Altera in 2020 […]

Drew Fear

Drew Fear is an Investment Advisor and the West Coast Advisor Lead for Capital Investment Advisors’ Colorado office. He has a passion for financial planning and helping people find joy in their retirement journey. Drew studied Communication at Colorado State University and played Baseball at Cumberland University in Tennessee and Central Arizona. He got his […]

Rafael Rondino, CFP®, MBA

Rafael Rondino is an Investment Associate for Capital Investment Advisors (CIA). He has a passion for working with individuals who are looking to create their happy retirement and works closely with other advisors to better understand the needs of our retirees, and provide support where needed. Rafael dove into the world of finance after a […]

Jason Gove, CRPC®, CWS®

Jason is an Investment Advisor and the Phoenix Team Lead for Capital Investment Advisors (CIA) in the Phoenix, AZ area. In this role, he works closely with his clients to provide customized investment portfolios and thoughtful financial planning.  Jason has worked in the investment business for over 15 years. Prior to joining CIA, he worked […]

Jeff Lloyd

Jeff Lloyd is a Wealth Management Analyst for Capital Investment Advisors. He works closely with Senior Investment Advisors as well as the Investment Committee at CIA to help provide support in relationship management as well as investment and portfolio analysis. Jeff graduated from Auburn University with a B.A. in Finance. Before joining CIA, he spent […]

Matt Lane – Wela Strategies

Matt Lane is an investment advisor for Wela Strategies, Capital Investment Advisors’ (CIA) sister company which leverages model portfolios, low-cost ETFs, and customized strategies. He is passionate about developing deep personal relationships with the families he serves, and ultimately delivering peace of mind to them. He accomplishes this in a variety of ways, including regular […]

Adria DeMeo, CRPC®

Adria DeMeo is an investment advisor with Capital Investment Advisors (CIA) who has over ten years of experience in the financial services industry. Prior to joining Capital, she worked for T. Rowe Price where she learned a diverse set of skills as a retail specialist, advisory counselor and financial consultant. After leaving T. Rowe Price, […]

Chris Pataky

Chris Pataky is an Investment Advisor and Regional Business Development Manager with Capital Investment Advisors (CIA). Chris has over ten years of experience in the financial services industry. Prior to joining CIA, he worked for Charles Schwab & Co. in New York City and for Merrill Lynch in Denver. In each firm, Chris worked extensively […]