Meet Your Team
About
Matt Clark, CFP® is a Business Development Manager for Capital Investment Advisors (CIA). He works directly with our advisors and their clients to identify investment strategies that fit their needs and lifestyle. In addition, Matt helps to pair new families looking to work with CIA with one of our advisors to assist the family on their retirement journey.
Matt graduated with a B.A. in Marketing and Management from Georgia College & State University. For the first seven years of his career, Matt worked for local RIAs directly with clients helping them develop a financial plan.
Matt recently moved to Dallas, Texas to help grow CIA's latest expansion. Prior to moving to Texas, Matt spent most of his life living in Atlanta and still cheers on the Atlanta sports teams. During the summer and fall, he enjoys hiking and camping.
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.
