ANDREA D. MEARS, CEO
Andrea D. Mears, Chief Executive Officer, owns and operates Capital Investment Advisors, Inc., and as such, serves as Vice-President and Secretary.
Just the Facts: Designations, Registrations & Licenses
- Andrea D. Mears CRD #2843116*
- Capital Investment Advisors, Inc. CRD #116241
- Licensed Insurance Agent: Life, Health (1994), and Variable Annuity (1996)
- National Association of Securities Dealers Series 65 (1999) Registered Investment Advisor Licensure and Retired Series 6 and 63 (1997) Licensures
- Member, Indian River Estate Planning Council, Inc.
As an Advisor, Andrea is known for her uniquely personal consideration of client needs: she identifies financial goals, investment preferences and risk tolerance. With that information, she is able to develop and implement an investment strategy for each client tailored to his/her particular financial objectives. In addition, she responds immediately to identified changes in the client’s investment circumstances as well as making the appropriate decisions to protect assets. Andrea developed a 6-step long-term financial planning process. Its objective is to help achieve and maintain
financial security:
- Define relationships
- Specify goals
- Evaluate financial status
- Present recommendations
- Implement a plan
- Monitor the plan
In her position as CEO, she is responsible for the management of CIA’s daily business, supervising firm employees and managing the overall financial affairs of the firm. As Chief Investment Officer (CIO), she is responsible for researching investment opportunities and implementing risk reduction strategies within client portfolios. What You Should Remember: Andrea truly cares about each and
every one of her clients and as a client you are always priority #1. Her
reputation as one of the most respected business women in the area is
due to the outstanding service to her client base and the people that
surround her.
What You Should Know: Andrea is
well-balanced, not all work and no play, and certainly knows how to have
fun. The picture below is Andrea running on Vero's Beach with her beloved dog, Chase. The photo was taken for an advertisement in the January 2012 issue of Vero Beach Magazine.
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