Capital Wealth Advisors
Colleen M. Murphy has extensive experience in private wealth management, serving as Vice President at Capital Wealth Advisors. Colleen M. also worked as a Senior Wealth Director at BNY Mellon Wealth Management. Additionally, Colleen M. owned their consulting business, providing services to nonprofits and family businesses. Prior to that, Colleen M. served as President and CEO of the Community Foundation of Collier County, Inc. and held roles at Gibraltar Private Bank & Trust and Merrill Lynch. Colleen holds a Bachelor of Science in Business Administration and Accounting from the State University of New York at Oswego.
Capital Wealth Advisors
Capital Wealth Advisors is a comprehensive wealth, insurance, and estate planning firm catering to affluent and discerning individuals, families, and businesses. Our clients have access to our team of experienced professionals that provide a multi-disciplinary, yet highly-focused approach to wealth creation and preservation. Headquartered in Naples, Florida, with additional offices in Charlotte, NC; Cary, NC; and New Orleans, Louisiana, Capital Wealth Advisors is dedicated to providing innovative solutions while maintaining the highest standards of integrity. CWA Asset Management Group (“CWA”) reserves the right, to the extent permitted by law, to archive and monitor all electronic communications on CWA hosted platforms. CWA Asset Management Group, LLC will not accept purchase or sale orders via social media messaging systems. CWA Asset Management Group, LLC is not responsible for unsolicited content posted by third parties. Nothing contained on social media platforms representing CWA, or its employees should be interpreted as investment, legal tax or other advice nor is it to be relied on in making an investment or other decision. CWA Asset Management Group, LLC may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where CWA is registered or excluded or exempted from registration. The information or content made available is not a recommendation, or an offer to sell, or a solicitation of any offer to buy, an interest in any security or investment strategy including an interest in any investment vehicle managed or advised by CWA or its affiliates. Designations and/or awards are not indicative of an Advisor’s past or future performance and should not be construed as an endorsement of CWA by any third-party.