Meet Our Team

Florencia Garberi

Marketing Manager

With a family-first mentality, Florencia is CWP’s in-house manager and liaison for all company marketing projects. She has almost 10 years of experience in a variety of positions that have formed the foundation for her success, including working toward her marketing degree from Florida SouthWestern State College.

 

“We’re excited to have Florencia on our team,” said Kevin Simpson, CWP’s founder. “She has her finger on the pulse of innovative, intelligent marketing campaigns, and we’re looking forward to collaborating as CWP continues to grow.”

 

As we work to keep our collective focus on serving our clients, CWP is fortunate to have such an organized, professional keeping track of our ever-changing marketing initiatives. When she isn’t spending time with her daughter, Florencia enjoys movies, music, and finding moments for “me” time.

Email: fgarberi@capitalwealthplanning.com
Phone: 239-296-5299

Ryan Carney

Assistant Director of Compliance & Analytics

Keith Wagner

Director of National Accounts and Institutional Sales

Jose Cruz

Operations and Client Services Associate