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As co-founder and Chief Executive Officer of Capital Wealth Advisors, Bill is dedicated to building relationships with families marked by listening, caring, and an unwavering commitment to guiding clients toward the future they seek.
Bill’s career has spanned more than 25 years. Throughout that time, Bill has worked with some of the nation’s wealthiest families. Bill leads a team of over 50 professionals focused on guiding families through asset management, risk 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.
Bill and his wife, Nena, are deeply committed to giving back to the community. Together, they started the CWA Annual Turkey Drop and are actively involved with the Naples Children & Education Foundation, both of which focus on enhancing the communities where we live and work. Bill is also a passionate supporter of West Virginia University athletics.
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CWA Asset Management Group, LLC are registered investment advisers.
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Want to speak with us now? Give us a call at (866) 601-3031.
