ATLANTA – February 12, 2025 – Capital Investment Advisors, a $6+ Billion Atlanta-based RIA firm, announced today that it has promoted Amanda Lewis, Connor Miller, Joel Dean, and Dan Abramowitz to partner. Partnership was offered to these team members based on merit and a consistent, demonstrated commitment to the firm’s mission to help families retire happy and sleep well at night. These new partners will help to lead Capital Investment Advisor’s five offices – Atlanta, Dallas, Phoenix, Denver, and Tampa – and approximately 100 employees. The new partners include:
- Amanda Lewis – Lewis joined Capital Investment Advisors in 2005, meaning that she recently celebrated 20 years with the firm. In addition to her role as company partner, Lewis serves as Operations Director. As such, Lewis is responsible for striving to ensure that every family receives the highest level of service. She leads a dynamic team of client service professionals across the company’s five offices. Lewis collaborates with the company’s leadership and advisory teams to develop and implement strategies for improving processes and efficiencies centered on maximizing the holistic client experience. Lewis, a Sandy Springs native, played soccer at Agnes Scott College and studied art history at Georgia State University.
- Connor Miller – Miller joined Capital Investment Advisors in 2015. In addition to his role as Partner, Miller serves as Chief Investment Officer for Capital Investment Advisors (CIA). Miller graduated from Kennesaw State University in 2015 with a BBA in Finance. He found a home at CIA straight out of college and now leads the investment team and Investment Committee, which is where the firm’s asset allocation decisions are made. Together, they oversee the firm’s research methodology by utilizing a top-down macro approach to identify global themes coupled with much more nuanced bottom-up security analysis for targeted investments.
- Joel Dean, CFP® – Dean joined Capital Investment Advisors in 2016. In addition to being a partner at the firm, Dean serves as a Senior Investment Advisor and Director of Investment Associates. As a CERTIFIED FINANCIAL PLANNER™, Joel helps clients ranging from young families to retirees create comprehensive plans encompassing their unique savings, investment, insurance, tax, and estate needs. His work as Partner and Director of Investment Associates shapes the long-term strategy for serving families at CIA. Dean graduated with a BS in Finance from the E.J. Ourso College of Business at LSU. A Georgia native, Dean then returned to the Peach State to work for Stadion Money Management. After working his way from internal sales to Regional Associate, Dean moved into a client-facing role at Capital Investment Advisors.
- Dan Abramowitz – Abramowitz joined Capital Investment Advisors in 2018. In addition to his work as partner, Abramowitz serves as an Investment Advisor and Director of Wealth Management Florida/Team Lead for the Tampa, Florida office of Capital Investment Advisors. As a Director of Wealth Management, Abramowitz focuses on creating and cultivating strategic partnerships with Fidelity and Schwab representatives and specialists such as CPAs, healthcare consultants, estate attorneys, and those in a variety of other industries in the Tampa Bay, Florida area. As an Investment Advisor, he specializes in helping families work towards their financial goals and objectives through customized income planning. Prior to joining Capital, Abramowitz spent time with NorthCoast Asset Management and was in charge of the entire Southeast region. He managed a book of high-net-worth individuals and led business development efforts across strategic platforms and business partners. Abramowitz got his start in finance working at Fidelity in 2010 and at Schwab as a Financial Consultant soon after, developing financial plans and providing investment management. Abramowitz graduated with a Bachelor of Science in Sports Management with a minor focused in business from the University of North Florida in 2010.
According to Robert Sanders, President of Capital Investment Advisors, “We are so proud that our growing company is able to promote these four deserving individuals to partner. As Capital Investment Advisors continues to experience explosive growth, we are dedicated to maintaining our family-centered culture. Amanda, Connor, Joel, and Dan have proven themselves to be exceptional leaders who embody our mission and live out the tenets of our core values.”
For more information about Capital Investment Advisors, visit YourWealth.com.
About Capital Investment Advisors
Capital Investment Advisors is a fee-only financial advisory and asset management firm based in Atlanta. Since 1996, CIA has provided clients with financial strategy and management tailored to the client’s individual circumstances and objectives. The firm currently manages more than $6 Billion in assets (as of September 2024). For more information on Capital Investment Advisors, please visit www.YourWealth.com or call 404-531-0018.
