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.

Lisa resides in Naples, FL, and has two daughters. In her spare time, she enjoys swimming, pickleball, tennis, cycling, watching college football, and going to the beach. She also enjoys cooking and traveling.


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