Roxane Galati

Senior Vice President - Private Wealth Management at CAPITAL WEALTH ADVISORS at CAPITAL WEALTH ADVISORS - Naples, FL, US

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Kimberly Key

Chief Compliance Officer

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Matt Hickey

Partner

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Lee Larson

Senior Vice President

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Lori Taylor

Senior Vice President | Wealth Management Advisor

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Kevin Erndl

Partner

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Stephen Smith

Managing Director, Portfolio Management

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Jennifer Portugal

Licensed Sales Associate and Administrative Support Assistant

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Mobile Number
(XXX) XXX-XXXX
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HQ
239-434-7434
Location
Naples, Florida, United States
Company
CAPITAL WEALTH ADVISORS
Roxane Galati's Company Details
CAPITAL WEALTH ADVISORS logo, CAPITAL WEALTH ADVISORS contact details

CAPITAL WEALTH ADVISORS

Naples, FL, US • 100 - 249 Employees
Financial Services

Capital Wealth Advisors is an elite, comprehensive wealth, insurance, and estate planning firm catering exclusively to the most affluent and discerning individuals, families, and businesses. Our clients have access to our team of highly-skilled professionals that provide a multi-disciplinary, yet highly-focused approach to wealth creation and preservation. Headquartered in Naples, Florida, with additional offices in Charlotte & Cary, North Carolina, Capital Wealth Advisors is dedicated to providing innovative solutions while maintaining the highest standards of integrity.

Estate Planning Risk Management Wealth Advisory Family Business Consulting Family Office Services Family Education Financial Services Financial Advisory Services
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Frequently Asked Questions about Roxane Galati
Roxane Galati currently works for CAPITAL WEALTH ADVISORS.
Roxane Galati's role at CAPITAL WEALTH ADVISORS is Senior Vice President - Private Wealth Management at CAPITAL WEALTH ADVISORS.
Roxane Galati's email address is ***@capitalwealthadvisors.com. To view Roxane Galati's full email address, please signup to ConnectPlex.
Roxane Galati works in the Financial Services industry.
Roxane Galati's colleagues at CAPITAL WEALTH ADVISORS are Kimberly Key, Matt Hickey, Lee Larson, Lori Taylor, Kevin Erndl, Stephen Smith, Jennifer Portugal and others.
Roxane Galati's phone number is 239-434-7434
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