NAPLES, Fla. – On May 22, 2019, Capital Wealth Planning, LLC (CWP) founder and chief investment officer Kevin Simpson announced the naming of Jeffrey Saut the the Advisory Board of Capital Wealth Planning, LLC.
A disciple of the markets for more than 40 years, Saut brings a breadth of experience to the depth of CWP’s robust team that few in the field can match.
“Jeff has made a name for himself in the industry grounded in his decades of experience and insightful perspective. We couldn’t be more excited to join forces to benefit our partners,” said Simpson. “With his thought leadership, Jeff will share his point of view through market interviews and speaking engagements to grow and support our methodologies.”
Prior to affiliating with CWP, Saut was Raymond James’ chief investment strategist and a managing director of the firm’s equity research department. In that role, he provided timely and insightful market commentary to Raymond James financial advisors, their clients, portfolio managers and institutional clients through daily strategy calls and weekly written commentary, as well as local and national media appearances.
He was managing director of research at Roney & Co. when it became part of Raymond James in 1999. Prior to that, he was managing director of equity capital markets for Sterne, Agee & Leach. His responsibilities included equity research, investment banking, institutional sales and syndicate.
“I’m excited to join Kevin and the CWP leadership team by sharing my research and point of view to support financial advisor partners and help educate investors,” said Saut. “I look forward to contributing to CWP’s growth objectives and continuing the firm’s boutique philosophy to provide access to the minds behind the money.”
Saut earned a bachelor’s degree from St. Andrews and began his career on a trading desk in New York, becoming a trading desk manager in 1972. In 1973, he joined E.F. Hutton & Company, where he began following equities and providing research commentary. He subsequently worked as a securities analyst for Wheat First Securities, and then Branch Cabell & Co., where he was director of research and acted as portfolio manager for the firm’s affiliate, Exeter Capital Management. Jeff was also director of research for the regional brokerage firm Ferris, Baker Watts, Inc., where he developed the firm’s research and institutional sales efforts.
Jeff is well known for his insightful and colorful stock market commentary when appearing on various programs on PBS, NPR, CNBC, Bloomberg TV, USA Network and Fox News, as well as various local radio and television networks. He is often quoted in publications such as The Wall Street Journal, The New York Times, Barron’s, The Washington Post, BusinessWeek, U.S. News & World Report, Fortune and SmartMoney, as well as on websites including thestreet.com and msnbc.com.
About Capital Wealth Planning
Capital Wealth Planning, LLC (CWP) is an SEC registered fee-only investment advisory firm based in Naples, Florida. Building and managing proprietary income-oriented portfolios since 2005, the company has approximately $1.3 billion of assets under management. The firm’s methodologies are designed to enhance risk-adjusted returns and offer portfolio protection while delivering monthly cash flow. Ranked by Financial Advisor Magazine in 2018 as one of the top 50 fastest growing SEC registered investment advisors in the country, CWP leads the implementation of covered call strategies with their Enhanced Dividend Income Portfolio, ESG Enhanced Dividend Income Portfolio, ETF Covered Call Portfolio and Covered Call Overlay Service. Additional information is available at www.capitalwealthplanning.com.