Meet Your Team
About
Jeff Keane is a Partner and the Director of Business Development for Capital Investment Advisors (CIA). He joined the team in 2014 as a seasoned professional in the investment industry. He kicked off his career in 2006 as Vice President Charitable Planning Consultant at Fidelity in Atlanta. After working with Fidelity he moved on to work with Altegris as the Regional Director. Jeff now focuses on developing relationships and fostering communication with outside financial planning professionals around the United States to find symbiotic relationships for their clients. He helps these companies to understand how CIA’s income investing strategy works, and to see if it would be a good fit for their clients’ portfolios. His unique experience working in Charitable Planning has given him an understanding of how best to make these connections between outside financial groups, clients and CIA.
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.
