Capital Wealth Advisors expands into Mid-Atlantic region with new hires
Capital Wealth Advisors, a Naples-based provider of personalized wealth management solutions that is celebrating its 20th anniversary this year, has announced a significant expansion into the greater Mid-Atlantic Region with the addition of three experienced wealth management professionals serving Ohio, Pennsylvania and West Virginia.
The addition of this wealth management team represents a significant step forward for Capital Wealth Advisors in providing comprehensive wealth management solutions for clients not only in the Naples area but other parts of the United States and beyond. Joining CWA effective February 1st are:
• Zachary Craig, Managing Director of Private Wealth Management, works with families and individuals across the greater Mid-Atlantic region, delivering tailored financial strategies. He brings nearly 20 years of experience in wealth management. Prior to joining Capital Wealth Advisors, Craig was a Market Executive at FNB Wealth Management where he worked closely with ultra-high-net-worth clients on customized investment strategies, financial and estate planning, and risk mitigation. He also led a team of professionals, managing Portfolio Managers, Trust and Estate Officers, and Financial Advisors. As a member of the executive leadership team, his strategic insights contributed to FNB Wealth Management’s firm growth and client retention efforts. Before that, he served as a Vice President at Fidelity Investments.
• Benton Elliott, Jr., Managing Director of Private Wealth Management, Ben supports business development across the Mid-Atlantic region, specializing in high-net-worth clients, foundations, and institutions. Elliott has more than three decades of experience in the financial services industry. Prior to joining Capital Wealth Advisors, he was Senior Vice President – Market Executive at FNB Wealth Management, where he oversaw the company’s three primary businesses – First National Trust Company, FNB Investment Services and FNB Investment Advisors across the Cleveland Metro/Northwest Pennsylvania region. Prior to that, he worked for BNY Mellon Wealth Management and PNC Wealth Management.
• Stephen English, Managing Director of Private Wealth Management, also supports business development across the Mid-Atlantic region, specializing in high-net-worth clients, foundations, and institutions. English has more than three decades of experience in the financial services industry.
Prior to joining Capital Wealth Advisors, he was Managing Executive Director and led FNB Wealth Management, overseeing strategic and tactical sales and service initiatives across all markets. Before that, he was Managing Executive for Pennsylvania at Huntington Wealth Management and at National City Wealth Management. English started his career as a Wealth Advisor for Mellon Private Asset Management.
“Ben, Steve and Zac are like-minded individuals whose values and client-first approach fit seamlessly with our culture,” said William Beynon, President, Chief Executive Officer, and Managing Partner of Capital Wealth Advisors. “They are exceptional leaders and wonderful additions to our growing team.”
Blaine Ferguson, Chief Operating Officer and Managing Partner for Capital Wealth Advisors, added, “This is an exciting step in our strategic growth. These gentlemen bring a wealth of experience, and I’m confident their contributions will be invaluable as we continue to expand while maintaining our high standards of service and care.”
This latest expansion comes on the heels of the recently announced asset purchase of Bray Capital Advisors, also located in Naples, Fla. Bray Capital Advisors personnel has begun the process of seamlessly transitioning to Capital Wealth Advisors, and existing Bray clients will be given the opportunity to join CWA through new advisory agreements.