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As Chief Executive Officer, co-founder of Capital Wealth Advisors, Bill has been dedicated to building client relationships marked by communication, commitment, and a keen ability to clarify complex decisions.
Bill’s career has spanned more than 25 years. Throughout that time, Bill has worked with some of the nation’s largest families. Bill leads a team of over 50 professionals focused on assisting families with their asset management & estate planning.
Prior to founding CWA in 2004, Bill served as Partner of First Financial Resources in Naples, FL from 1998-2003, and Director of Estate Planning at Creative Asset Services in Pittsburgh, PA.
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