Phil Brody

Partner & President | Carolinas at Capital Wealth Advisors

Philip Brody is a Partner at Capital Wealth Advisors with previous experience as a Financial Advisor at Byron Financial and a Fixed Income Trader at Wachovia Securities. Philip attended the University of North Carolina at Chapel Hill from 1996 to 2000.

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Manager

William Beynon

President & CEO

Peers

Kimberly Key

Chief Compliance Officer, Crcp®, JD

Lewis Johnson

Chief Investment Officer

Jeffrey Galati

Managing Director | Private Wealth Management, Cfp®, Clu®

Reports

Roxane Galati

Managing Director | Private Wealth Management, Cfp®

Todd Sampson

Managing Director | Wealth Advisory Operations

Kevin Erndl

Partner | Portfolio Manager

Blaine Ferguson

Partner | Chief Operating Officer

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Timeline

Partner & President | Carolinas
Current role

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