For Immediate Release:
March 7, 2022
Capital Wealth Planning (CWP) is pleased to announce that George Raffa has joined the firm’s Advisory Board.
Bringing more than 40 years of investing and financial services industry experience, George will share his accumulated knowledge and insights to enhance CWP’s continued growth, high-level service, and focus on client education.
George began his relationship with Kevin Simpson, CIO and founder of CWP, during his 28-year tenure at Raymond James Financial as a senior vice president and National Sales Manager for the firm’s Asset Management Division. CWP’s Enhanced Dividend Income Portfolio was one of the recommended strategies within Raymond James Asset Management Services’ platform.
“I have strong conviction in CWP’s leadership and strategies, and look forward to adding to the momentum of Capital Wealth Planning’s continued growth, high-quality service, and integrity,” George said.
As a member of the Raymond James and Associates Executive Committee and a Senior Executive in the firm’s Asset Management Services Division, George’s notable contributions along with his peers helped grow the Raymond James’ Asset Management Division and enhance its leadership in the industry.
“George’s growth-focused approach and track record will further support CWP, and our financial advisor clients, with expertise and education on how our strategies fit into their practices and complement disciplines to benefit clients,” Kevin said. “His expertise in the baby boomer marketplace can be extremely helpful to advisors in solving the issues baby boomers are facing in the current environment. George’s passion and expertise will bring added value to our firm and, like myself, he will be available to discuss these issues and opportunities and how CWP can contribute to a solution.”
During his tenure with Raymond James Financial, he was a Senior Vice President and National Sales Manager for the firm’s Asset Management Division and a voting member of the Asset Management Services investment committee. George graduated from Florida State University with a bachelor’s degree in business.
In keeping with the CWP corporate culture, George will be available anytime to discuss how CWP fits into your practice. He can discuss in detail the challenges Baby Boomers are facing in the current low-interest-rate environment and volatile markets. Feel free to email George at firstname.lastname@example.org for any questions or to set up a phone call.
An active Floridian, George is an avid marathon swimmer and holds both his captain’s and pilot’s licenses. George and his wife, Renée, have five children and eight grandchildren.
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 more than $5 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, 2019, and 2021 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.