John Piazza

John has over 20 years of experience in the financial services industry and capital markets on both the wholesale and retail sides. John specializes in radical career changes and, in addition to his investment experience, spent 18 years as a Merchant Marine Officer and holds a Master’s License from the United States Coast Guard. His […]

Josh Miller

With more than 19 years of experience in asset management and sales, Josh’s strength in cultivating long-term relationships helps him achieve exceptional outcomes for clients on their most strategic initiatives. Prior to joining Capital Wealth Planning in 2011, Josh held financial advisor and managing director positions in investment management at Morgan Stanley and Lyons Wealth […]

Ken Coffman

With more than 30 years of financial service industry experience, Ken brings knowledge from his roles as a financial advisor and external sales and key accounts professional to heading external sales for the Southeast region for Capital Wealth Planning. As a vital team member leading the growth and operations of Capital Wealth Planning since 2017, […]

Yerania Barrios

Yerania joined the firm in 2015 and has dedicated nearly the past six years to excellence in employee training, sales strategy performance and public-facing portfolio education. Prior to her current role with Capital Wealth Planning, Yerania served in operations with the firm after a successful internship. She holds a bachelor’s degree in finance from Florida […]

Kesia Sondrini

Kesia brings nearly 21 years of experience within the Financial ServicesIndustry having held key leadership roles at two of the world’s largest globalbanks, Wells Fargo, and HSBC. While in her role at these major institutions,she forged a track record of exceptional performance, coaching and leading. It is Kesia’s determination, drive for excellence and no-nonsense approachthat […]