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Chsnc Matt Moser

Financial Advisor - Special Needs Planner at Capital Wealth Advisors

  • LinkedIn

I provide total financial needs analysis through a network of experienced professionals with expertise in: • Retirement analysis and programs • Estate strategies • Employee benefit and re...

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CAPITAL WEALTH ADVISORS

CAPITAL WEALTH ADVISORS

  • description Description
    Capital Wealth Advisors is a comprehensive wealth, insurance, and estate planning firm catering to affluent and discerning individuals, families, and businesses. Our clients have access to ou...

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  • Employees count Employees 51-200
  • Revenue Revenue 25 Million to 50 Million
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Capital Wealth Advisors Org Chart and Mapping

Employees

Jeffrey Galati

Managing Director - Private Wealth Management

Alex Bouton

Portfolio Manager | Lead Trader

Kevin Erndl

President - Advisory Services

Lane McCallum

Associate Financial Advisor

Jason Baum

Senior Vice President, Private Wealth Management

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  • Phone number  :  (***)-***-****
  • Email  :  m****@capitalwealthadvisor.com

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