Capital Wealth Advisors
At Capital Wealth Advisors, we believe that the little things make the biggest difference. Our approach goes beyond transactions—it's about building relationships. We take the time to gain a deeper understanding of your needs, allowing us to deliver a more personalized and collaborative wealth management experience. As a comprehensive wealth, insurance, and estate planning firm, we serve individuals, families, and businesses, with a team that's fully dedicated to you. With decades of strategic wealth management experience, backed by a history of delivering meaningful and measurable value year over year, we take your financial goals and aspirations personally, and pride ourselves on earning your trust from day one—and every day CWA Asset Management Group, LLC (“CWA”) is an SEC-registered investment adviser, doing business as Capital Wealth Advisors (FL, LA, NC, OH, PA, WV). Registration does not imply any level of skill or training. CWA’s ADV 2A and Form CRS can be accessed via https://adviserinfo.sec.gov/firm/summary/158940. CWA reserves the right, to the extent permitted by law, to archive and monitor all electronic communications on CWA hosted platforms. CWA will not accept purchase or sale orders via social network messaging systems. CWA is not responsible for unsolicited content posted by third-parties. CWA does not provide tax or legal advice. CWA may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where CWA is registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance, and are not an endorsement of CWA by any third-party. Follows, or likes on CWA social media accounts should not be construed as an endorsement of any CWA employee or by the firm CWA.
7-day free trial · no credit card
Verified contacts
67
available on Kipplo
LinkedIn employees
84
51 to 200 range
Open roles
—
no listings
Distinct roles
46
indexed titles
Tech stack
1
tools in use
Monthly traffic
635
organic / mo
Sign up free to see all 67 verified contacts at Capital Wealth Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
67 contacts with verified email or phone · masked until revealed.
- VP
Vivien Preece
Director of Insurance Services · General Business & Management
EmailPhone - CM
Colleen M. Murphy
Vice President- Private Wealth Management · Finance & Accounting
EmailPhone - DM
Deb Minnick
Senior Vice President · General Business & Management
EmailPhone - JC
James C. Beachum
Vice President Private Wealth Management · Finance & Accounting
EmailPhone - LT
Lori Taylor
Senior Vice President Wealth Management Advisor · Finance & Accounting
EmailPhone - SW
Shad White
Vice President, Private Wealth Management · Finance & Accounting
EmailPhone - KS
Karen Schnetzer-Lamonge
Client Services Manager · Customer/Client Service
EmailPhone - CA
Courtlandt Ault
Consultant · General Business & Management
EmailPhone - DB
Daniel B. Howell
Associate Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 67 verified contacts
Top roles at Capital Wealth Advisors
46 distinct titles indexed · top 10 shown.
- 4vice president, private wealth management
- 3managing director private wealth management
- 3partner
- 3senior vice president
- 2administrative assistant
- 2associate financial advisor
- 2associate trader
- 2chief compliance officer
- 2client services manager
- 2vice president of private wealth management
- +36more titles
Sign up to unlock all 67 contacts at Capital Wealth Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 67 verified contacts at Capital Wealth Advisors
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.