Holly Wasson
As the Chief Marketing Officer for Capital Investment Advisors, Holly leads our marketing team driving brand awareness through marketing and communications campaigns and engaging content to help prospective clients understand CIA’s mission and services. Holly is a marketing executive with over 25 years of experience developing successful strategic, multi-platform marketing and communication campaigns for a wide-breadth of […]
Ryan Curwick, CFP®, CFA®
Ryan Curwick is an Investment Advisor for Capital Investment Advisors (CIA) in the Phoenix, AZ office. In this role, he works to provide holistic financial planning solutions to individuals, families, and business owners. Ryan’s primary efforts are focused on building meaningful relationships and partnering with clients to develop customized solutions around retirement planning, income generation, […]
Courtney Cooper
Courtney Cooper is a Senior Operations Associate for Capital Investment Advisors (CIA). She works closely with our team in Denver to ensure our day-to-day processes are running smoothly and help our families work towards a happy retirement. Courtney studied psychology at Houston Community College before moving to Denver in 2015. She worked in the mortgage […]
Banner Clark, CFP®
Banner is an Investment Advisor at Capital Investment Advisors Tampa office. He holds his CERTIFIED FINANCIAL PLANNER ™ designation and works to provide holistic financial solutions for individuals, families, and business owners. Banner’s primary efforts are focused on building meaningful relationships and partnering with clients to develop customized solutions around retirement planning, income generation, and […]
Alexandra Flemings
Alex Flemings is a Client Service Associate in our Florida office. She works closely with Adria DeMeo, Kevin Rodgers, and Thomas Collins and their clients to ensure all client operational needs are met. Born and raised in Orlando, FL, Alex graduated with her bachelor’s degree in hospitality management from the University of Central Florida. She […]
Camden Anderson
Cam Anderson is an Investment Analyst for CIA. As an analyst, Cam supports the Investment Committee with daily responsibilities of equities analysis, reporting on macroeconomic events, and managing trading activity in client accounts. Cam graduated from The University of Tennessee in 2022 with a BBA in Finance and Analytics from The Haslam College of Business. […]
Mike Parsons, CFA®, CPWA®
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, CFP®
Kevin Rodgers is an Investment Advisor & Tampa 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 – finance degree from Henderson […]
Sonia Velazco
Sonia Velazco is a Client Service Associate for Capital Investment Advisors (CIA). She works closely with the entire Operations team to ensure that our day-to-day processes are running smoothly and help our families work towards a happy retirement. Sonia was born in Atlanta, GA. She attended Valdosta State University, where she graduated from the Langdale […]
Claudia Gacon
Claudia Gacon is an Operations Associate for Capital Investment Advisors. She works closely with our team to ensure our processes are running smoothly. Claudia is from Naples, FL, and graduated with a Theatre Performance degree in 2017 from the University of South Florida. In her spare time she enjoys finding good food, reading, traveling, watching […]
