Jeff Lloyd
Jeff Lloyd is a licensed Investment Adviser Representative (Series 65) with Capital Investment Advisors (CIA), where he provides personalized investment management and financial planning services tailored to the unique needs of his clients. Jeff brings a thoughtful and analytical approach to wealth management, helping individuals and families develop long-term financial strategies designed to support their […]
Matt Clark, CFP®
Matt Clark, CFP® is a Business Development Manager for Capital Investment Advisors (CIA). He works directly with our advisors and their clients to identify investment strategies that fit their needs and lifestyle. In addition, Matt helps to pair new families looking to work with CIA with one of our advisors to assist the family on […]
Cary Anne Beavers
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. After two years of working in the non-profit world, she relocated […]
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 Harris-Phang
Marisa Harris-Phang is the Producer of Video and Audio Content for Capital Investment Advisors and Wela. 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 […]
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 over 10 years most recently serving as COO […]
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 […]
