Betsy Carr
Betsy Carr is a Client Service Manager and the Operations Mid-Lead at Capital Investment Advisors (CIA), where she plays a key role in supporting both clients and the Operations Team. Since joining the Capital family in 2018, Betsy has focused on delivering a seamless and responsive client experience. She works closely with individuals and families […]
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 […]
Elizabeth Kelly
Elizabeth Kelly is the Marketing Director for Capital Investment Advisors (CIA). She works on various marketing efforts and campaigns to help potential clients understand Capital’s mission and services. Elizabeth grew up in Sandy Springs and graduated from The University of Georgia in May 2016 with a degree in Communication Studies. She loves traveling as much […]
Amanda Lewis
Amanda Lewis serves as Partner and Operations Director for Capital Investment Advisors (CIA). With over 20 years of wealth management experience focused on operations, her daily interactions with her team and our clients are deeply rooted in her positive work ethic. As Operations Director, Amanda is responsible for striving to ensure that every family we […]
Barbara Pinyan
Barbara Pinyan is the Client Coordinator for Capital Investment Advisors (CIA), and often the first voice people hear from our team. She has been with CIA since 2005, and prior to CIA, she spent 10 years with WSB-AM in a variety of roles including marketing. Barbara’s attention to detail can be seen throughout many of […]
Holly Evans Mallory, IACCP®
Holly Evans Mallory serves as Partner, Chief Compliance Officer (CCO), and Head of Operations for Capital Investment Advisors (CIA). As CCO, Holly is responsible for overseeing regulatory compliance within the organization. She leads the team’s efforts regarding general RIA compliance with all laws, rules and regulations, due diligence, strategic alignment, overseeing compliance strategy within our […]
Brynne Simms
Brynne Simms is a Client Service Manager (CSM) at Capital Investment Advisors (CIA) and has been a valued member of the team since graduating from the University of Georgia in 2013. With over a decade of experience in client service, she is committed to supporting her advisors and the families they serve by providing a […]
Jeff Keane
Jeff Keane is a Partner and the Director of Business Development for Capital Investment Advisors (CIA). He joined the team in 2014 as a seasoned professional in the investment industry. He kicked off his career in 2006 as Vice President Charitable Planning Consultant at Fidelity in Atlanta. After working with Fidelity he moved on to […]
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 […]
Wes Moss, CFP®
Wes Moss is a man on a mission. The Atlanta-based CERTIFIED FINANCIAL PLANNER™ and money educator has devoted his professional life to helping Americans retire sooner than they ever thought possible. He is a Managing Partner in Capital Investment Advisors (CIA), a fee-only investment firm with over $9 billion in assets under management (as of June […]