Karen is the Director of Family Office at Capital Wealth Advisors. She oversees the day to day functions of the Family Office Services which include Financial Planning and Administration, Coordination of Legal and Tax Counsel, Property Management Services, and Estate Planning and Risk Management for high net worth clients.
Karen began her career in 1983 with Bank of America (BOA) and its predecessor banks, where she specialized in personal trust administration and estate planning. Prior to that, she was a Senior Internal Auditor responsible for auditing internal operations of the bank and administration of the Trust Department. Prior to joining Capital Wealth Advisors, she was the Family Office Manager at Bank of Florida Trust Company for 6 years where she was responsible for the administration of all fiduciary accounts and for the daily family office functions.
- BS, University of South Florida
- Graduate of Cannon Financial Institute
- Certified Trust and Financial Advisor (CTFA)