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David Whittaker

Client Services Manager at Capital Wealth Planning

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CAPITAL WEALTH PLANNING

CAPITAL WEALTH PLANNING

  • description Description
    Capital Wealth Planning is a fee based, fiduciary, SEC Registered Investment Advisory Firm. SEC Registration does not imply a certain level of skill or training. CWP offers actively managed, ...

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  • Employees count Employees 11-50
  • Revenue Revenue 5 Million to 10 Million
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Capital Wealth Planning Org Chart and Mapping

Employees

Florencia Garberi

Client Services Associate

Josh Smith

Lead Portfolio Manager

Jodi Phillips

Assistant Vice President

Ryland Mathews

Trading Systems Analyst

Ryan Carney

Director of Operations & Compliance

Curtis Williamson

Midwest Regional Consultant

Frequently Asked Questions Regarding David Whittaker

Answer: David Whittaker works for Capital Wealth Planning as Client Services Manager

Answer: David Whittaker’s role in Capital Wealth Planning is Client Services Manager

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Answer: David Whittaker works Capital Wealth Planning located at 1016 Collier CTR Way Ste 200, Naples, Florida, 34109, United States

Answer: Capital Wealth Planning's Client Services Manager is David Whittaker

Answer: David Whittaker contact details:

  • Phone number  :  (***)-***-****
  • Email  :  d****@capitalwealthplanning.com

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