Meet Our Team
Client Services Manager
David joined Capital Wealth Planning (CWP) in 2022, his role includes servicing clients and acting as a liaison between financial advisors and their institution. With his knowledge, he helps guide advisors through the process of working with CWP. David is responsible for client communication, new account set up, and money movements through the Schwab and Fidelity platform. He also works directly with independent RIAs to help them through the initial stages of agreement and onboarding.
Prior to joining Capital Wealth Planning, David worked for a local retail organization where he oversaw operations. His position entailed having sales driven goals, managing, and dealing with face-to-face customers.
David earned a Bachelor of Science in Business Management from Florida Gulf Coast University. He currently holds a Series 65 license. When not at work, David enjoys playing in a men’s soccer league and staying active with his two dogs, Reina and Mickey.
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