Ryan Carney

Ryan began his career with Capital Wealth Planning as an intern in September of 2013. Today, he is the Assistant Director of Compliance & Analytics. He is responsible for handling both internal and market analytics in addition to compliance testing and oversight for the firm. Ryan is a graduate of Florida Gulf Coast University where […]

Yerania Barrios

Yerania Barrios has been with the Capital Wealth Planning, LLC team as our Executive Administrative Assistant since August 2015. She graduated with High Honors and certificates in E-Commerce Marketing and Entrepreneurship from Lorenzo Walker Technical High School. She is currently a full-time student at Florida Gulf Coast University, majoring in Finance.  Yerania provides support to […]

Kesia Sondrini

Kesia brings nearly 20 years of experience within the Financial Services Industry having held key leadership roles at two of the worlds largest global banks, Wells Fargo and HSBC. While in her role at these major institutions, she forged a track record of exceptional performance, coaching and leadership.          . It is Kesia’s determination, drive for […]

Jodi L. Phillips

Jodi Phillips began working for Capital Wealth Planning, LLC as our Director of Client Services in August 2016. Jodi has a certificate in Computerized Accounting from Central Nine Vocational Tech.  She was an Office Manager for over 13 years for Lee Supply Corporation in Indianapolis, Indiana.  She also worked for the United Way of Central […]

Brian Bruneau

Brian Bruneau is Chief Operating Officer at Capital Wealth Planning, LLC (CWP) with responsibility for operations, marketing and risk management across the CWP enterprise. He brings an extensive Fortune 100 executive management background with over 23 years in the financial services industry, along with a unique entrepreneurial skillset developing and building businesses. Prior to joining […]

Josh Smith, CFA

Josh brings 13 years of portfolio management, trading, and derivatives experience to Capital Wealth Planning, LLC.  Josh joined CWP in 2011.  He is the Lead Portfolio Manager, who is responsible for the oversight and management of the firm’s investment strategies.   Prior to joining CWP, Josh spent 6 years with First Financial Capital Advisors, the […]

Kevin Simpson

Kevin Simpson has been the Portfolio Manager of Capital Wealth Planning, LLC since establishing the firm in 2005. Originally from Philadelphia, Pennsylvania, Kevin has been investing in options since he began his career at W.H. Newbold’s Son & Co. in 1992. After his time at W.H. Newbold’s Son & Co, Kevin spent 7 years with […]