Meet Our Team

Gregg Jones

Product Specialist

For more than 20 years, Gregg has built and fostered trusted relationships in the financial industry. Joining Capital Wealth Planning (CWP) in 2021, he uses his decades of experience to help financial advisors thrive with his consultative and educational approach to showcasing CWP’s strategies.

Previously, Gregg held similar advisor-facing roles with Rock Harbor LLC, Cohen & Steers, Alliance Bernstein, and Merrill Lynch. He earned a bachelor’s degree in economics from William Paterson University in New Jersey.

When he’s not working with clients, Gregg spends time with his wife, Charry, in the kitchen cooking and enjoying a glass of wine. You’ll also find him rooting for The New York Mets and New York Giants, or practicing golf out on the greens.

Phone: 239-677-4250

Yerania Carney

Assistant Vice President/Advisor Relationship Management

Ryan Carney

Assistant Director of Compliance & Analytics

Keith Wagner

Director of National Accounts and Institutional Sales