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.

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Insurance

Capital Wealth Advisors

William Beynon

Jay Folz

Richard Knepfler

Susie Mulry

Samantha Nalbach

Pattie Imperial

Jeffrey Galati

Phil Brody

Lewis Johnson

Kimberly Key

The Directors and Managers team at Capital Wealth Advisors oversees key operational, strategic, and administrative functions to ensure seamless service delivery and organizational efficiency. This team includes roles such as the Director of Insurance Services, Director of Research, IT and Facilities Manager, Family Office & Accounting Manager, Director of Marketing, and Director of Human Resources & Operations, each specializing in their respective domains to support the company's comprehensive wealth, insurance, and estate planning services.

Directors and Managers

Private Wealth Management Team

Leadership Team

Client Services Team

Directors and Managers

About

Team members

Other teams at Capital Wealth Advisors

Private Wealth Management Team

Leadership Team

Client Services Team