Our Team

Colleen Murphy LinkedIn Return to Team
Colleen Murphy
Vice President | Private Wealth Management, CPA

As Vice President of Private Wealth Management at Capital Wealth Advisors, Colleen works with individuals and families to develop goals and strategies in an effort to grow, protect, distribute and enjoy their wealth today without worry.

Colleen has more than 30 years of industry experience in financial planning, investments, insurance, and taxation. These disciplines provide her a distinctive skill base to deliver complete financial and investment services to clients. As a shareholder of several family businesses, Colleen also understands the unique characteristics and dynamics of family-owned businesses, especially succession planning.

Early in her career, Colleen earned her Certified Public Accountant license at Coopers & Lybrand. During her career as a CPA, Colleen provided divorce litigation support and personal financial planning services which led her to leadership positions in the wealth management industry. Previously, she was the Private Banking and Investment Manager for Key Bank in Syracuse, New York, District President for Key Bank in Naples, FL, Managing Director for Gibraltar Private Bank & Trust in Naples and President & CEO of the Community Foundation of Collier County.

Colleen, her husband, Paul, along with their puppy, Chloe, reside in Naples, FL, and enjoy summer months in Central New York. Colleen and Paul enjoy getting together with friends and family, traveling, watching sunsets and attending charitable events.

Community Causes

Education

  • BS in Business Administration, SUNY College at Oswego

Designations & Licenses

  • Certified Public Accountant (CPA)
  • Series 65
  • Life, Health & Variable Products
Contact
(239) 434-7434