Meet Your Team
About
James Horn is a Transformation Analyst 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 from Western Governors University. His prior professional experience includes time with Fisher Investments, Merrill Lynch, and Northwestern Mutual in client-facing roles. He also served in The United States Marine Corps as an Infantry Assaultman Squad Leader.
James lives in Lutz, FL, with his wife, 3 children, and two dogs- Maverick and Goose. He is an avid football fan and spends his Sundays rooting for the New York Giants. He enjoys spending time with his family outside of work whether that is at the Tampa Zoo, the golf course, or attending a Bucs or Lightning game.
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.
