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 […]

Your Retirement Guide

101 Tips for a Smooth Transition