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Dale Underwood

Office Mgr. at Capital Wealth Advisors

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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

Susie Mulry

Executive Assistant to the President

Roxane Galati

Senior Vice President - Private Wealth Management at Capital Wealth Advisors

Cfp® Michael Guidroz

Managing Partner and President

Marsha Adkins

Administrative Assistant

Alex Bouton

Portfolio Manager | Lead Trader

CHSNC Matt Moser

Financial Advisor - Special Needs Planner

Frequently Asked Questions Regarding Dale Underwood

Answer: Dale Underwood works for Capital Wealth Advisors as Office Mgr.

Answer: Dale Underwood’s role in Capital Wealth Advisors is Office Mgr.

Answer: Dale Underwood's email address is d***@gmail.com

Answer: Dale Underwood's business email address is d****@capitalwealthadvisor.com

Answer: Dale Underwood’s direct phone number is (***)-***-****

Answer: Dale Underwood works in the industry of: Financial Services

Answer: Dale Underwood works Capital Wealth Advisors located at 9130 Galleria Ct, Naples, Florida, 34109, United States

Answer: Capital Wealth Advisors's Office Mgr. is Dale Underwood

Answer: Dale Underwood contact details:

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

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