Meet Your Team
About
Mary Margaret is a Client Service Associate for Capital Investment Advisors (CIA) in our Dallas office. She works closely with the Operations team to help ensure that our day-to-day processes are running smoothly and helping our families work towards a happy retirement
She graduated from the University of Georgia with degrees in Psychology and Applied Behavior Analysis. Prior to joining CIA she worked as a behavioral therapist at Children’s Healthcare of Atlanta working with children diagnosed with Autism.
In 2024, she relocated to Dallas, Texas to help establish our new office. In her free time she enjoys running, traveling, and spending time exploring Texas.
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.
