Our Team

Jeffrey Galati
Vice President | Private Wealth Management, CLU®

As Vice President – Private Wealth Management of Capital Wealth Advisors, Jeffrey helps clients with financial planning through a discovery of goals, client education, behavioral coaching, portfolio construction and wealth management.

Previously, Jeff co-founded AmeriPlanning and Investments, LLC located in Naples, Florida. His background includes business financial consulting, family protection planning, investment advisory, and risk management. Jeff has been in the financial industry for over seven years and has his Chartered Life Underwriter (CLU®) designation. He is currently in the process of attaining the Certified Financial Planning (CFP®) certification.

Jeff was born in Newburgh, New York and moved to Naples in 1994.  Jeff has been married to his high school sweetheart Caroline Galati since 2012. They recently had their first child in March 2018. They enjoy being outside playing golf, tennis, and boating. 

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