As a Financial Planning Associate, Sydney supports the managing partners and senior advisors in building personalized financial plans and analyzing client portfolios in support of each family’s long-term goals.
Sydney officially joined Capital Wealth Advisors in 2026 following an internship with the firm. During her time at CWA, she has supported advisors and clients through estate planning initiatives and by developing tools that help clients organize and visualize their financial information. She previously served as an intern with the Florida State University Relations, Office of the President.
Outside of work, Sydney enjoys running, traveling, trying new coffee and pastry shops, and going on trail rides with her horse, Trig.
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.
