Earning your trust. Guiding your wealth.
Our principles, and how they’ve benefitted our clients, are best exemplified by these three key pillars: a legacy of making a difference; a personalized, individualized approach to wealth management; and our lifelong commitment to learning and being thought leaders in our industry.
Co-Founders Bill Beynon and Blaine Ferguson have known each other their entire lives. Born just a month apart in Northern West Virginia, they attended pre-school through college together, forming a lifelong friendship. After college, Bill was recruited into the insurance industry. His career took him to Naples, Florida, where he became a Partner in a financial and estate planning firm. Blaine joined the United States Marine Corps and served as a helicopter pilot in Kosovo and Afghanistan, achieving the rank of Major. Following 10 years of duty, Blaine transitioned to a career as an advisor with a national brokerage firm in Atlanta, Georgia. Although worlds apart, Bill and Blaine remained close and spoke often about the future.
Without any clients, Capital Wealth Advisors launched on December 1, 2004. That first day, Bill and Blaine worked on folding tables in a partially completed office in Downtown Naples. Although they were surrounded by bare walls and temporary lighting, they were determined to grow their business into a large, broad-based financial services firm.
Over the next 8 years, Capital Wealth Advisors grew rapidly, adding an asset management business and a family office.
In 2011, the company welcomed business partners Lewis Johnson and Joe Moglia. Each had spent their careers working for well-known firms such as T. Rowe Price, Louis Dreyfus, Merrill Lynch, and Pequot Capital. Joe also found success in his career as both the former Chairman & CEO of TD Ameritrade & former Head Football Coach of Coastal Carolina University. Joe brings many years of experience and wisdom to the table that have proven invaluable to the growth and vision of the firm.
Since 2004, Capital Wealth Advisors has experienced tremendous growth in its asset management, risk management, and family office divisions. The Capital Wealth Advisors team has grown to over 50 professionals—with offices in Naples, Florida; Charlotte, North Carolina; New Orleans, Louisiana; and Cary, North Carolina—and has earned national recognition for their work. Most importantly, Capital Wealth Advisors is active in the local community, giving time and resources to various local charities.
As we look to the future, we do so with the knowledge that we will continue to rely upon the principles that have successfully brought us to this point—namely, a foundation built upon solid relationships, commitment and a willingness to embrace opportunity.