Ryan A. Wharton, CFP®, CIMA®

Vice President | Private Wealth Management

Ryan serves as Vice President of Private Wealth Management at Capital Wealth Advisors, where he focuses on providing tailored wealth management strategies to clients across Northeast Florida. With a background in financial planning and investment management, Ryan brings a comprehensive approach in an effort to help clients achieve their long-term financial goals.

Ryan has over two decades of experience in the financial services industry. Prior to joining Capital Wealth Advisors in 2025, Ryan was a Financial Consultant at Fidelity Investments, where he developed strong relationships with clients by offering customized investment strategies designed to meet their financial objectives. He also served as Director of Corporate Development at Credent Wealth Management, where he was instrumental in establishing a new corporate development division and sourcing M&A targets. Prior to that, Ryan held various roles at TD Ameritrade, including Regional Manager – Planning & Guidance Consultant, where he led a large regional territory of eighteen branches and the National Private Client Team.

Originally from Hillsboro, Ohio, Ryan now calls Florida home with his wife, Kelly, and their three children—Emerleigh, Harrison, and Landrie.

Community Causes

  • Officer and Member of the Board of Directors, Jacksonville Area Golf Association

Education

  • Executive Certificate in Financial Planning, Xavier University
  • MBA in Finance, Xavier University
  • BS in Economics, Northern Kentucky University

Designations & Licenses

  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Certified Investment Management Analyst®
  • Life, Health, and Variable Annuity License (Florida)
  • Series 65

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