Meet Your Team
About
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 to ensure the smooth onboarding and ongoing maintenance of their financial accounts, acting as a trusted point of contact throughout their investment journey.
Originally from Roswell, Georgia, Betsy is a proud graduate of the University of Kansas and a loyal Jayhawk. She now lives in Atlanta with her husband, Charlie. Outside of work, she enjoys spending time with family and friends, exploring the city, and traveling whenever she gets the chance.
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.
A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
