Capital Wealth Planning Email Formats
Investment Management • 
Pelican Marsh, Florida, United States • 21-50 Employees
Capital Wealth Planning Email Formats
Capital Wealth Planning uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@capitalwealthplanning.com), used 55.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@capitalwealthplanning.com | 55.2% |
{first initial}{last name} | jdoe@capitalwealthplanning.com | 41.4% |
{first initial} | j@capitalwealthplanning.com | 3.4% |
Key Contacts at Capital Wealth Planning
Kevin Simpson
Founder And Chief Investment Officer At Capital Wealth Planning, Llc
Taylor Brown
Managing Director For West Region At Capital Wealth Planning
Jay Fortuna
Managing Director-National Accounts, Senior Vice President
Gregg Jones
Midwest Managing Director
Matthew Hamel
Managing Director, Northeast Region
Regan Wall
Managing Director - Southern Region At Capital Wealth Planning, Llc
Traci Simons
Regional Director
Kesia Sondrini
Managing Director/ Svp- Advisor Relationship Managment
Ryan Carney
Director Of Operations & Compliance
Nilda Rodriguez
Director Of Accounting And Human Resources
Company overview
| Headquarters | 9015 Strada Stell Ct., Suite 203, Naples, Florida 34109, US |
| Phone number | +12395932100 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Retirement Planning, Dividend Investing, Covered Call Strategist, Growth And Income Investing |
| Founded | 2005 |
| Employees | 21-50 |
| Socials |
About Capital Wealth Planning
Capital Wealth Planning, LLC (CWP) is a fee-based, fiduciary, SEC Registered Investment Adviser. SEC Registration does not imply a certain level of skill or training. CWP offers actively managed, tactical, SMA-covered call strategies that focus on delivering income and competitive risk-adjusted returns. CWP provides investment management services through separately managed accounts to high-net-worth individuals, retirement accounts, endowments, non-profit organizations, pensions, profit-sharing plans, trusts, estates, and corporations. CWP’s strategic focus is concentrated on providing customized investment products and services for both institutional and private clients. Capital Wealth Planning, LLC LinkedIn Page Terms of Use: The content on the page is provided for informational purposes only and is not meant to provide any specific financial, investment, or other advice and should not be relied upon in that regard. Nothing on the Page constitutes an offer to sell or solicitation or offer to buy securities or other financial instruments. Capital Wealth Planning, LLC will not be responsible or liable for LinkedIn, the LinkedIn website, or the content of the Page (including any links on the Page) in any way, including being liable for any losses, or direct or indirect damages arising from any errors or omissions in any such content, links or any action or decision made by you or anyone else in reliance on any such content, the LinkedIn website or your use of the Page. Links on our page do not constitute an endorsement of the site being linked to or its content, we do not control and are not responsible for, any website linked from or to the page, the content of those websites, and the privacy practices of those websites, the third parties named on such websites, or their products and services.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Capital Wealth Planning has 18 employees across 5 departments.
Departments
Number of employees
Funding Data
Capital Wealth Planning has never raised funding before.
Capital Wealth Planning Tech Stack
Discover the technologies and tools that power Capital Wealth Planning's digital infrastructure, from frameworks to analytics platforms.
Security
JavaScript libraries
JavaScript libraries
Maps
WordPress themes
Page builders
JavaScript libraries
CDN
Font scripts
JavaScript libraries
Webmail
Miscellaneous
France
Italy
Korea, Republic of
Frequently asked questions
4.8
40,000 users
