Portrait of Banner Clark

Meet Your Team

Banner Clark, CFP®

Senior Investment Advisor

About

Meet Banner

Banner is a Senior 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 risk management.

Banner began his career at Fidelity Investments as a Financial Consultant serving clients in the area of financial planning and investment management services. He earned his undergraduate degree from Florida State University, double-majoring in Economics and Criminology. While in college, Banner spent time interning for the Florida House of Representatives. He is an active member in his community, including being a member of the board for the Police Athletic League of St. Petersburg and Leia’s Kids non-profit charity. Banner is a native Floridian and currently resides in St. Petersburg, FL, with his wife, twin daughters, and son. In his free time, Banner enjoys playing golf, traveling, and spending time with family and friends on the water.

Ready to talk?

Start with a no-pressure conversation about your goals, your questions, and what a plan built around your family could look like.

Capital Investment Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. For more information, including our Form ADV, please visit https://adviserinfo.sec.gov/firm/summary/158055.

Roth Conversions: a smart tax move, or an expensive mistake?

A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.