Meet Your Team
About
Helen Halloran is the Compliance Director for Capital Investment Advisors (CIA) in our Atlanta office.
Helen was born and raised in Atlanta, Georgia, and graduated with a Bachelor of Science degree from the University of Georgia. Helen has two decades of experience in the financial services industry and most recently worked as a Compliance Manager for a SEC-registered investment adviser in Alpharetta.
In her free time, Helen enjoys spending time with her family and pets, reading, exercising, and volunteering in her community and church.
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.
