Capital Wealth Advisors appoints Morell as Client Services Manager

Capital Wealth Advisors, an independent financial advisory firm based in Naples, announced the appointment of Anna Morell as Client Services Manager in the firm’s Charlotte, N.C. office. In this role, she provides clients with comprehensive support by streamlining processes and helping ensure each client receives attentive, personalized support.

Prior to joining CWA, Morell built a diverse professional background across healthcare, consulting and retail. Her experience includes client-facing, analytical and process-focused roles, where she supported cross-functional teams, improved workflows and contributed to operational efficiency.

Morell earned her Bachelor of Science degree in Industrial Engineering from Clemson University.

“We are delighted to add Anna to our expanding team in Charlotte,” said William N. Beynon, President, Chief Executive Officer, and Managing Partner of Capital Wealth Advisors. “Her support will enable client satisfaction by addressing unique client needs.”