Meet Your Team
About
Olivia Carufel is an Operations Associate for Capital Investment Advisors (CIA) in our Tampa office. She works closely with the Operations team to ensure that our day-to-day processes are running smoothly and helping our families work towards a happy retirement.
Originally from Indianapolis, IN, Olivia graduated with a bachelor's degree in Liberal Arts and a minor in Sociology from Indiana University in 2021. After completing her studies, Olivia made the move to Tampa in the summer of 2022 and currently resides in St. Pete. Prior to joining CIA, Olivia worked at Keller Williams Tampa Properties as an executive assistant on a small team. In her free time, Olivia enjoys soaking up the sun at Pass-a-Grille Beach, diving into a good book, exploring new culinary delights in St. Pete, and discovering live music venues on the weekends.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.
