Meet Our Team

Yerania Barrios

Consultant Advisor Relationship Management

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 Gulf Coast University, and completed continuing education in the areas of e-commerce marketing and entrepreneurship.

Bilingual in English and Spanish, Yerania is an asset to the CWP team and a variety of clients served throughout the region – as well as the many friends she meets while paddle boarding, kayaking and rollerblading in her spare time.

Phone: 239-249-8603

Ryan Carney

Assistant Director of Compliance & Analytics

Keith Wagner

Director of National Accounts and Institutional Sales

Jose Cruz

Operations and Client Services Associate