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Brenda is Family Office & Accounting Manager at Capital Wealth Advisors. She facilitates the day-to-day functions of the Family Office Services, which include Financial Planning and Administration, Coordination of Legal and Tax Counsel, Property Management Services, and Estate Planning and Risk Management for high net-worth clients.
Brenda began her banking career in 1980 where she maintained various banking center positions. In 2001, Brenda joined Bank of America Private Bank, where she was a Personal Trust Administrator. Prior to joining Capital Wealth Advisors, she was the Family Office Administrator at Bank of Florida Trust Company for six years, where she facilitated the administration of all fiduciary accounts and for the daily family office functions.
Brenda currently resides in Naples, Florida.
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