BLUEHARBOR WEALTH ADVISORS
Capital Wealth Advisors of Charlotte, NC to exclusively provide wealth management services to blueharbor bank’s clientele
CHARLOTTE, NC – August 25, 2014 – Capital Wealth Advisors (CWA), the premier wealth management firm led by President & CEO Bill Beynon, today announced that it has partnered with blueharbor bank, located in Mooresville, NC, in the formation of blueharbor wealth advisors (bhwa).
The new division will provide wealth management, estate planning and family office services through CWA’s local offices in Charlotte and Mooresville, NC. “I really believe that our blueharbor wealth advisors team is the best of its kind assembled in the country to assist banks for these services. Our folks listen carefully to our clients and tailor a strategy to achieve those desired goals and objectives. We are very excited to bring these additional services to our client base,” said Jim Marshall, Chief Executive Officer of blueharbor bank.
In April of this year, CWA brought in new partner Philip Brody to head the wealth management division of the Charlotte office, located in Southpark’s Rotunda building. For over 13 years Phil has been a trusted advisor, working with high net-worth individuals in wealth management. His experience with both boutique wealth advisory firms and national banks has proved to be a valuable asset. He will play an integral role in the new co-branded firm.
Since its launch in 2004, Capital Wealth Advisors has experienced tremendous growth in its wealth management, estate planning, and family office divisions. Headquartered in Naples, Florida, the firm also has offices in Charlotte and Mooresville, North Carolina, and Omaha, Nebraska. CWA is proud to be joined by Chairman Joe Moglia, who is also the current Chairman and former CEO of TD Ameritrade and is the Head Football coach for Coastal Carolina. Today, Capital Wealth Advisors has clients in over 40 states and has achieved national recognition for its work.
“I think our clients particularly appreciate the style and service of a smaller community bank with roots in the community and a focus on developing long term relationships built on trust,” said Kelley Earnhardt Miller, who has been on the board of blueharbor bank since 2008 and in 2010 became its Chairman. “Our goal at blueharbor is to add value to our clients’ long-term financial prospects, and expanding into wealth management services helps us accomplish this. The team at Capital Wealth Advisors compliments our philosophy and approach perfectly and I’m looking forward to working with such an experienced and dedicated team.” Kelley is also the Vice President of JR Motorsports and in October, bhwa will be the exclusive entertainment sponsor to the annual Dale Jr. Foundation event which is dedicated to giving underprivileged individuals, with a focus on youth, the resources to achieve extraordinary goals.
blueharbor bank, is a respected community bank headquartered in Mooresville, NC, with a second branch in Huntersville NC, and a loan production office in Gastonia, NC. blueharbor bank’s website is located at www.blueharborbank.com and our common stock is quoted on the OTC Bulletin Board under the symbol “BLHK.” The blueharbor wealth advisors website can be found at www.blueharborwealthadvisors.com.
223 Williamson Road, Ste 201
Mooresville, NC 28117