Our Team

Shad White
Vice President | Private Wealth Management

Shad White is Vice President of Private Wealth Management in the Naples, Florida office. He works with high-net-worth clients to help them achieve their retirement and investment goals. He also is an advisor for corporate 401(k) plans.

Shad began his career in banking and finance in 2004 and joined the team at Capital Wealth Advisors in 2016. Prior to CWA, Shad was a Financial Advisor with the Wells Fargo Advisors Private Client Group.

Shad lives in Naples with his wife Valerie and two children, and enjoys golfing and coaching his kids’ sports teams.

Education

  • BA in Communications, Florida Gulf Coast University
  • MBA, Hodges University

Designations & Licenses

  • Series 65
  • Life and Annuity License

Community Causes