Karen is Operations & Client Services of Capital Wealth Advisors.
Prior to joining Capital Wealth Advisors, Karen was a Client Associate at Moran Edwards Asset Management Group of Wells Fargo Advisors. Previously she was an Administrative Assistant and Office Manager at Coyle Financial Counsel.
Professional Memberships and Affiliations
- Master Coach – T2 Aquatics
Awards & Achievements
- 2012 Olympics and CCSA All-Conference Honors – Swimming
- Growing Associates in Naples (GAIN) Program Graduate
- BS in Finance, Florida Gulf Coast University
- Series 65