Our Team

Colleen Murphy
Vice President | Private Wealth Management

As Vice President of Private Wealth Management at Capital Wealth Advisors, Colleen works with individuals and families to develop strategies and goals to protect their accumulated wealth, enhance assets for future generations and enjoy their wealth today without worry.

Colleen has more than 30 years of industry experience in audit, taxation, investments, insurance, and financial planning. These disciplines provide her a distinctive skill base to deliver complete wealth management 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, family governance and strategic philanthropy.

Early in her career, Colleen earned her Certified Public Accountant license at Coopers & Lybrand. During her career as a CPA, Colleen provided 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 and her husband, Paul, reside in Naples along with their shih tzu, Gerri. Colleen and Paul enjoy getting together with friends, attending wine dinners, traveling, watching sunsets and visiting family and friends.

Community Causes

Education

  • BS in Business Administration with concentration in Accounting, SUNY College at Oswego

Designations & Licenses

  • Certified Public Accountant (CPA)
  • Series 65