Olivia Carufel
Olivia Carufel is an operations assistant for Capital Investment Advisors (CIA) in our Tampa office. She works closely with the Operations team to ensure that our day-to-day processes are running smoothly and helping our families work towards a happy retirement. Originally from Indianapolis, IN, Olivia graduated with a bachelor’s degree in Liberal Arts and a minor in […]
James Horn
James Horn is an Investment Associate for Capital Investment Advisors (CIA) in our Tampa location. He is passionate about investment strategy, financial planning, and helping clients work toward their goals up to and through retirement. James received his bachelor’s degree and is currently working on his MBA from Western Governors University. James’ prior professional experience […]
Thomas Collins, CFP®
Thomas Collins is an Investment Advisor for Capital Investment Advisors (CIA). He has a passion for investment management, financial planning, and working with clients to help them achieve their retirement goals through the implementation of thoughtful comprehensive plans. Thomas graduated from The University of Florida with a B.A. in Environmental Science and an M.S. in […]
Dan Abramowitz
Dan Abramowitz is a Director of Wealth Management and an Investment Advisor for our Florida branch of Capital Investment Advisors. Dan has always had an affinity for finance and solving complex financial puzzles. As a Director of Wealth Management, he focuses on creating and cultivating strategic partnerships with Fidelity and Schwab representatives and specialists such […]
Banner Clark, CFP®
Banner is an Investment Advisor at Capital Investment Advisors Tampa office. He holds his CERTIFIED FINANCIAL PLANNER ™ designation and works to provide holistic financial solutions for individuals, families, and business owners. Banner’s primary efforts are focused on building meaningful relationships and partnering with clients to develop customized solutions around retirement planning, income generation, and […]
Alexandra Flemings
Alex Flemings is a Client Service Associate in our Florida office. She works closely with Adria DeMeo and Kevin Rodgers and their clients to ensure all client operational needs are met. Born and raised in Orlando, FL, Alex graduated with her bachelor’s degree in hospitality management from the University of Central Florida. She now lives […]
Kevin Rodgers
Kevin Rodgers is an Investment Advisor as well as the East Coast Advisor Lead for Capital Investment Advisors (CIA) in our Tampa, FL branch. He enjoys helping clients find their passion in retirement and works with them to create customized investment portfolios based on their specific needs, goals, and lifestyle. Kevin earned his BBA – […]
Adria DeMeo, CRPC®
Adria DeMeo is an investment advisor with Capital Investment Advisors (CIA) who has over ten 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, […]
Danielle Goff
Danielle Goff is a Client Service Manager for Capital Investment Advisors (CIA). She has a passion for helping families work towards their retirement goals and is always happy to answer questions from the families we serve. Danielle graduated from the University of South Carolina in May 2015 with a degree in Hospitality Management. She grew […]