Charles is Managing Director of Risk Management at Capital Wealth Advisors and President of CWA Brokerage1, a Brokerage General Agency specializing in Life and Annuity products. With over 15 years of experience, he specializes in designing asset protection strategies and wealth transfer solutions. He collaborates closely with fiduciaries to identify tax-efficient insurance and annuity products tailored to meet their clients’ unique needs.
Prior to joining Capital Wealth Advisors in 2009, Charles was a Case Manager at Potomac Partners (formerly The Potomac Group) from 2008-2009. Previously, Charles was Director of Operations at International Media Group from 2005-2007.
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