(866) 601-3031
|
EMAIL
|

Home
|
What We Do
|
Who We Are
- Our Story
- Our Team
|
CWA Insights
|
CWA Cares
|
Get Started
- Speak With a Financial Advisor
- Locations
|
Careers

NAVIGATION MENU

Our Team

All
Founding Partners
Advisors
Analyst / Research
Family Office
Client Services / Operations

Kevin Erndl Partner | Portfolio Manager
Phil Brody Partner & President | Carolinas
Matt Hickey Partner
Jay Folz Managing Director, CFA®
Jeffrey Galati Managing Director | Private Wealth Management, CFP®, CLU®
Roxane Galati Managing Director | Private Wealth Management, CFP®
John Walker Managing Director | Private Wealth Management, AEP®, CFP®, CAP®, MSFP
James Love Executive Vice President | Private Wealth Management, CFP®
Mike Martin Executive Vice President | Private Wealth Management
Deb Minnick Senior Vice President | Private Wealth Management, CFP®
Joseph Tornincaso Senior Vice President | Private Wealth Management
Lori Taylor Senior Vice President | Private Wealth Management, CFP®
Daniel London Senior Vice President | Private Wealth Management
Thomas Collins II Senior Vice President | Private Wealth Management, CFP®, CIMA®
Jason A. Baum SENIOR VICE PRESIDENT | PRIVATE WEALTH MANAGEMENT, CFA®, CFP®, ChFC®
Karen Vilorio Muchnik Senior Vice President | Private Wealth Management
Shad White Vice President | Private Wealth Management
Colleen Murphy Vice President | Private Wealth Management
Drew Isaacson Vice President | Private Wealth Management, CFP®
Jo Anne Keck Vice President | Private Wealth Management
James Beachum, III Vice President | Private Wealth Management
Daniel Howell Vice President | Private Wealth Management, CFP®
Connor Joyce Vice President | Private Wealth Management, CFP®, ECA
Lane McCallum Associate Advisor | Private Wealth Management

FLORIDA | Naples (HQ)

NORTH CAROLINA | Charlotte & Cary

LOUISIANA | New Orleans

9130 Galleria Court, Third Floor | Naples, Florida 34109 | P (239) 434-7434
Trademarks and logos contained herein are owned by Capital Wealth Advisors, Inc and CWA Asset Management Group, LLC. No part of this publication may be reproduced without expressed written permission from Capital Wealth Advisors, Inc. and CWA Asset Management Group, LLC.

CWA Asset Management Group, LLC are registered investment advisers.

Capital Wealth Advisors (“CWA”) is not implying an affiliation, sponsorship, endorsement with/of any third party or that any monitoring is being done by CWA of any information contained within the website. CWA is not responsible for the information contained on a third-party website or the use of or inability to use such site. Nor does CWA guarantee the accuracy or completeness of any third-party website.

Privacy and Important Disclosures | Form CRS | ADV 2A