Meet Your Team
About
Erica Ruggiero, J.D. is the Estate Planning Strategist for Capital Investment Advisors, based in our Atlanta office. In this role, she provides education and guidance on tax-efficient wealth and estate planning strategies. She is dedicated to working with our families’ advisors and personal attorneys to help develop thoughtful wealth transfer plans.
Prior to joining Capital Investment Advisors, Erica was a partner at her previous firm, where she focused on translating her clients’ goals into efficient estate and wealth transfer plans. Erica earned her undergraduate degree from the University of South Carolina and her Juris Doctor (J.D.) from Atlanta's John Marshall Law School. She is a member of the Georgia Bar Association.
Erica grew up in Alpharetta and currently lives in Sandy Springs with her cavapoo, Winston. In her free time, you can find Erica trying new restaurants, staying active, and spending time with family and friends. An avid sports fan, Erica can always be found cheering for the Gamecocks!
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.
