Cary Anne Greco
Cary Anne is a Client Service Associate for Capital Investment Advisors (CIA). She works hand in hand with advisors to ensure all client operational needs are met. In 2018, she graduated from Flagler College in St. Augustine, Florida with a degree in Business Administration. On her time off you can find her exploring the city […]
Matt Lane
Matt Lane is an investment advisor and the Atlanta Advisor Lead for Capital Investment Advisors (CIA). 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 meetings and communications, diving deeply into the goals […]
Adria DeMeo, CRPC®
Adria DeMeo is an investment advisor with Capital Investment Advisors (CIA) who has over 15 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 […]
Michael De La Garza
Michael De La Garza is an investment advisor with Capital Investment Advisors (CIA). Michael started his career in the financial services in 2001, and prior to joining CIA, worked as a financial advisor at Merrill Lynch in Denver. Michael offers financial strategies for families, retirees, and business owners by focusing on their goals, objectives, and […]
Marisa Middlebrooks
Marisa Middlebrooks is the Producer of Video and Audio Content for Capital Investment Advisors. She works behind the scenes at Capital Investment Advisors to create digital marketing pieces for various avenues like social media, podcasts, and websites. Marisa graduated with a B.A. in Film from Georgia State University and has been with Capital Investment Advisors […]
Eddie Goepp, CFP®
Eddie Goepp, CFP® is a Senior Investment Advisor for Capital Investment Advisors (CIA) and also a member of CIA’s Investment Committee. He works directly with clients creating individualized portfolios that are tailored toward their specific needs. He has been a part of the Capital Companies family for almost 15 years. He has always been driven […]
Andrew Barag, CFP®, CRPC®
Andrew Barag is a Senior Investment Advisor for Capital Investment Advisors (CIA) in our Atlanta office. He sits on the Investment Committee and works with clients to better understand their goals/needs to help create customized investment portfolios. Andrew graduated with a B.S. in Finance from Miami University of Ohio. He has also completed the Financial […]
Betsy Carr
Betsy Carr is a Client Service Manager and Sr. Operations Lead at Capital Investment Advisors (CIA), where she supports both clients and the Operations Team. Since joining the Capital family in 2018, Betsy has focused on delivering a consistent, responsive client experience. She works closely with individuals and families to help ensure smooth onboarding and […]
Everett Wilkerson, CFP®
Everett Wilkerson, CFP®, is a Senior Investment Advisor for Capital Investment Advisors (CIA). He has over 25 years of experience in financial services and investment advice. His previous responsibilities included working with hundreds of self-directed investors and managing a team of brokers/traders supporting the liquidation events for Executives of Fortune 100/500 companies. More recently he […]