Meet Your Team
About
Sonia Velazco is a Client Service Associate and Operations Lead for Capital Investment Advisors (CIA). She works closely with the entire Operations team to ensure that our day-to-day processes are running smoothly and help our families work towards a happy retirement.
Sonia was born in Atlanta, GA. She attended Valdosta State University, where she graduated from the Langdale College of Business with a Bachelor’s degree in International Business and Business Management. Prior to joining CIA, Sonia interned at Bush Wealth Management. In her spare time, she enjoys being with family and friends, attending estate sales, and traveling.
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.
