Meet Our Team

Valerie Bartley

Marketing Manager

 A specialized, in-house manager and liaison for all CWP marketing projects, Valerie applies her 13 years of experience in retail marketing to ensure seamless client communications and outreach.

She holds an associate degree in elementary education from the University of Phoenix, and is currently pursuing a bachelor’s degree in business management and marketing.

A lover of “all things music,” you can find Valerie hitting all the right notes as a vocalist and proud collector of vinyl in between her marketing role and continuing studies. Valerie has proudly served Capital Wealth Planning as a key strategic team member since 2019.

Phone: 239-296-5299

Ryan Carney

Assistant Director of Compliance & Analytics

Keith Wagner

Director of National Accounts and Institutional Sales