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 […]
Everett Wilkerson, CFP®
Everett Wilkerson, CFP®, is a Senior Investment Advisor for Capital Investment Advisors (CIA). He has over 20 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 […]
Joel Dean, CFP®
Joel Dean, CFP® is Partner, Senior Investment Advisor, & Director of Wealth Management for Capital Investment Advisors (CIA). As a CERTIFIED FINANCIAL PLANNER™, Joel helps clients ranging from young families to retirees create comprehensive plans encompassing their unique savings, investment, insurance, tax, and estate needs. His work as Partner and Director of Wealth Management shapes […]
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 […]
Harris Lowe, CFP®
Harris Lowe is a Financial Advisor with over 25 years in the Financial Services industry. Harris has been a CERTIFIED FINANCIAL PLANNER™ since 2008 and uses his experience to focus on investment management, retirement planning, and business succession planning. Harris is passionate about the planning process and integrates a comprehensive approach with each of his […]
Kristin Curcio
Kristin Curcio is an investment advisor and the Director of Advisors for Capital Investment Advisors (CIA) and has nearly 20 years of experience in the financial services industry. Prior to joining CIA, she worked for Goldman, Sachs & Co. in New York City. There she worked extensively with several divisions of the firm including Private […]
Robert Sanders
With over two decades of experience in the financial services industry, Robert currently serves as President, Partner, and Chief Financial Officer of Capital Investment Advisors (CIA). Robert leads a dynamic team of 100 professionals across five offices in Atlanta, Dallas, Phoenix, Denver, and Tampa. Joining CIA in 2015 as a research analyst, he’s worn many […]
Bill Cibulas, CFP®, J.D.
Bill Cibulas is a senior investment advisor for Capital Investment Advisors (CIA) and a member of the CIA Investment Committee. As a CERTIFIED FINANCIAL PLANNER™, Bill provides individual portfolio management services and advises clients on a variety of other financial decisions. Prior to joining CIA he operated his own law firm and worked with the […]
Connor Miller
Connor is a Partner and the Chief Investment Officer (CIO) at Capital Investment Advisors (CIA). Since joining the firm in 2015 immediately after earning his BBA in Finance from Kennesaw State University, Connor has played an integral role in shaping CIA’s investment philosophy and portfolio management strategy. As CIO, Connor leads the firm’s Investment Committee, […]
Ryan Ely
Ryan is a Senior Investment Advisor and Director of the Investment Committee for Capital Investment Advisors (CIA) in Atlanta. In addition to these roles, he also advises a group of high-net worth private clients. Ryan works closely with the firm’s Chief Investment Officer with regards to the ongoing research processes and technology on behalf of […]
