HW

Holly Wasson

Chief Marketing Officer

Capital Investment Advisors

Marietta, Georgia


Contact Information

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Company Information

Company
Capital Investment Advisors
Industry
financial services
Employees
110.0
Seniority
C suite
Annual Revenue
20489000.0

Technologies

Salesforce Cloudflare DNS Outlook Microsoft Office 365 CloudFlare Hosting WP Engine Hubspot Remote Intuit Vimeo

Keywords

financial services investing wealth management financial planning income investing registered investment advisors certified financial planners chartered financial analysts retirement planning portfolio management investment strategies accounting services tax services financial goals long-term financial planning personalized investment plan tax optimization fiduciary responsibilities retirement savings investment advice risk tolerance financial empowerment happy retirees private investments client services comprehensive financial advice tax returns business bookkeeping individual tax returns fiduciary tax returns strategic planning financial education 401(k) advisement financial independence compliance wealth preservation financial consulting estate planning financial audits cash flow management savings strategies wealth growth family wealth financial legacy income generation diversified investments money management client relations financial accountability advisory services investment portfolios financial security financial assessments financial independence planning asset allocation strategies investment management capital markets management consulting law practice legal services

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