Menu
Karen serves as Senior Vice President of Private Wealth Management at Capital Wealth Advisors. Her role involves crafting detailed financial and investment plans tailored to the goals and objectives of high-net-worth individuals and their families. Karen focuses on understanding each client’s unique needs before providing any recommendations.
Prior to joining Capital Wealth Advisors in 2018, Karen was a Client Associate at Moran Edwards Asset Management Group of Wells Fargo Advisors. Previously she was an Administrative Assistant and Office Manager at Coyle Financial Counsel in 2016.
While pursuing her education at Florida Gulf Coast University, Karen was a student-athlete. She proudly represented her home country of Honduras in global competitions, including the 2012 Olympic Games. Karen now resides in Naples, Florida, with her husband Dan, and their daughter Anna Maria. In her free time, Karen enjoys exploring new restaurants or embarking on international travels with her family.
Trademarks and logos contained herein are owned by Capital Wealth Advisors, Inc and CWA Asset Management Group, LLC. No part of this publication may be reproduced without expressed written permission from Capital Wealth Advisors, Inc. and CWA Asset Management Group, LLC.
CWA Asset Management Group, LLC are registered investment advisers.
Capital Wealth Advisors (“CWA”) is not implying an affiliation, sponsorship, endorsement with/of any third party or that any monitoring is being done by CWA of any information contained within the website. CWA is not responsible for the information contained on a third-party website or the use of or inability to use such site. Nor does CWA guarantee the accuracy or completeness of any third-party website.
You’ve gotten to know us—now, let’s get to know you. Tell us about yourself, and let’s discuss how we can meet your goals.
Want to speak with us now? Give us a call at (866) 601-3031.
