As an Operations Associate at Capital Wealth Advisors, Phillip supports client service, account operations, and day-to-day business activities.
Phillip officially joined Capital Wealth Advisors in 2026, following an internship with the firm. During his time at CWA, he has contributed to a range of operational initiatives aimed at improving efficiency and enhancing the client experience.
A former collegiate soccer athlete, Phillip loves staying active by playing soccer, basketball, and hitting the gym in his free time. A proud Naples native and die-hard Los Angeles Lakers fan, he enjoys spending time with family and friends and taking advantage of everything the Gulf Coast has to offer.
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