Our Team

Lisa Waite
Vice President | Client Services

Lisa is Vice President of Client Services at Capital Wealth Advisors. 

Prior to joining Capital Wealth Advisors, Lisa was a Relationship Banker at Bank of America from 2014-2015. Lisa was Manager of Marketing and Support Services at Southport Athletic Club from 2004-2014. Previously, Lisa was Vice President at Deutsche Bank from 1988-1993.


  • BA in General Arts & Sciences, Penn State University
  • MBA in International Business, Penn State University
Designations & Licenses
  • Series 65