Meet Our Team

Adam Aronson

Meet Our Team

Ken Coffman

Adam Aronson

Associate Product Specialist

Adam Aronson joined Capital Wealth Planning in 2022. He immediately proved invaluable by performing myriad tasks and high-level functions daily as a Client Services Associate which advanced him to an Associate Product Specialist.

 “Adam is an indispensable member of a close-knit team that keeps things operating smoothly for our clients,” said Kevin Simpson, CWP founder. “We’re so pleased to have him on board.”

In his role, Adam is a liaison between advisors and Capital Wealth Planning’s trade team to help ensure successful client engagement. Day-to-day activities include responding to client inquiries, setting up meetings and contacting clients with information about their accounts.

Adam received a bachelor’s degree in business administration and management with an emphasis in finance from West Virginia University.

Originally from Pennsylvania, he now calls Fort Myers home but still keeps tabs on Philadelphia’s professional sports teams. He also enjoys spending time on the golf course.

Contact Us

DON’T HESITATE TO GET IN TOUCH WITH US.