Jeffrey Galati

Managing Director | Private Wealth Management, Cfp®, Clu® at Capital Wealth Advisors

Jeffrey M. Galati, CFP®, CLU® is a Managing Director at Capital Wealth Advisors with extensive experience in private wealth management. Previously, Jeffrey M. worked as a financial planner and investment advisor at AmeriPlanning and Investments, as well as an agent at New York Life Insurance Company. Jeffrey holds a Bachelor of Science degree in Finance with a concentration in Insurance and a minor in Economics.

Location

Naples, United States

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