Meet Our Team

Yerania Carney

Assistant Vice President/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.

Email: ycarney@capitalwealthplanning.com
Phone: 239-249-8603

Yerania Carney

Assistant Vice President/Advisor Relationship Management

Ryan Carney

Assistant Director of Compliance & Analytics

Keith Wagner

Director of National Accounts and Institutional Sales