Meet Your Team
About
Matt Donley is a Business Development Associate for Capital Investment Advisors (CIA) in our Phoenix office. He is passionate about investment strategy, financial planning, and helping clients work toward their goals up to and through retirement. In his role, Matt helps connect new families looking to work with CIA with one of our advisors to assist them on their retirement journey.
Originally from Upland, California, he now calls Gilbert, Arizona home and is a proud University of Arizona Wildcat. Prior to joining CIA, Matt spent over 5 years at Vanguard and brings a strong foundation to the team.
Outside of work, he's an avid guitarist who has shared the stage with musicians from Heart and Jackson Browne's band, loves spending time out on Lake Powell, and is a devoted Top Gun fan (his son's middle name is Maverick!).
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.
