Meet Our Team
Meet Our Team
Assistant Vice President Advisor Relationship Management
Yerania joined the firm in 2015 and has dedicated her years as a Capital Wealth Planning team member to excellence in employee training, sales strategy performance, and public-facing portfolio education.
Prior to her current role on the Advisor Relationship team at Capital Wealth Planning, Yerania served in its Operations Department after a successful internship.
In Yerania’s role as Assistant Vice President of Advisor Relationship Management, she is integral in the daily sales and marketing efforts for the firm. She works closely with the Executive and Trade Teams to ensure that our national coverage team has up-to-date strategy information, ensuring our team members stay on task and is a main resource for all aspects of institutional account maintenance, including some trading responsibilities.
She holds a Bachelor Degree in Finance from Florida Gulf Coast University and completed continuing education in the areas of E-commerce Marketing and Entrepreneurship as well as being bilingual in English and Spanish.
Yerania also enjoys spending time with her husband, Ryan, their daughter Yelena along with other family and friends doing many activities such as paddle boarding, kayaking and rollerblading. Also playing with their fur babies, Toby and Milo.
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