As Chief Executive Officer, co-founder of Capital Wealth Advisors, Bill has been dedicated to building client relationships marked by communication, commitment, and a keen ability to clarify complex decisions.
Bill’s career has spanned more than 25 years. Throughout that time, Bill has worked with some of the nation’s largest families. Bill leads a team of over 50 professionals focused on assisting families with their asset management & estate planning.
Prior to founding CWA in 2004, Bill served as Partner of First Financial Resources in Naples, FL from 1998-2003, and Director of Estate Planning at Creative Asset Services in Pittsburgh, PA.
Publications
- Co-author of Wisdom in Wealth, a monthly publication that discusses strategies, stories, and lessons learned over the course of 25 years helping families plan their financial lives.
Awards & Achievements¹
- Naples Illustrated – The Naples 100 (2023) – This award was open to all residents that live and work in Collier County, Florida. No compensation was exchanged for this award, and CWA is unaffiliated with this organization.
- Forbes Best-In-State Wealth Advisors (2022) – Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation was exchanged for this award, and CWA is unaffiliated with this organization.
- Forbes Top Financial Security Professionals (2022) – Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation was exchanged for this award, and CWA is unaffiliated with this organization.
Professional Memberships and Affiliations
Community Causes
- Trustee of the Naples Children & Education Foundation (NCEF)
- Member of the Regional Research Grant Committee and Laureate Society for the American Cancer Society
- Board Member of the Collier County Junior Deputies League
- Member of the Board of Advisors for The Marc Bulger Foundation
- Elder at Vanderbilt Presbyterian Church
Education
- Bachelors from West Virginia University
Designations and Licenses
- Life, Health, and Variable Annuity License
- Series 65