Meet Our Team

Jodi Phillips

Meet Our Team

Jodi Phillips

Jodi Phillips

Executive Vice President of Operations

Jodi has been spearheading various firmwide initiatives as Executive Vice President of Operations since 2016. Her ability to effectively manage dynamic projects and responsibilities enables her to juggle multiple priorities at the CWP home office, including the most important – engaging with and helping Capital Wealth Planning clients.

Prior to working with CWP, Jodi was an office manager for more than 13 years for Lee Supply Corporation in Indianapolis, Indiana. Giving back is important to Jodi, and she has been consistently involved in her community working as an administrative professional for the United Way of Central Indiana for three years. For the past nine years, Jodi has been the community campaign manager for the United Way of Lee, Hendry, Glades, and Okeechobee counties in Fort Myers, Florida.

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