Our Team

Phil Brody
Partner & President | Carolinas

As Partner & President of Capital Wealth Advisors – Carolinas, Phil focuses on the formulation, delivery and implementation of the firm’s investment philosophy. He is dedicated to developing and executing strategies that are consistent with the financial well being of each client.  His expertise in understanding and implementing appropriate financial platforms for individual client needs has proven to be an asset for the firm. He remains committed to the hands- on approach of providing financial services to his clients.

Prior to partnering with Capital Wealth Advisors, Phil was an Investment Advisor and Chief Compliance Officer at Byron Financial from 2005-2014. Previously, Phil was a Vice-President and Trader at Wachovia Securities from 2001-2005, working in the fixed income-trading department.

Professional Memberships and Affiliations

Community Causes

Education

  • University of North Carolina at Chapel Hill