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 in an effort 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
- Trustee & Volunteer Coach – The First Tee Naples/Collier
- Member of the FGCU Eagles Club Board of Advisors
- Has served on several local boards including the Greater Naples YMCA, Make-A-Wish Foundation, and the FGCU Alumni Board of Directors